We know that some of you keep track of the competition and especially those brokers to whom you may lose a deal. Now you can keep all the information you need in a convenient page linked to the referral record.
There is a new link on the left side of the Referrals List page labeled “Competitor”. Just click that link, fill in the information you want and click UPDATE. The fields include Broker Name, Agent Name, (their) List Date, Sale Date, List Price and Sale Price.
We’re adding the Competitor Name to the far right side of the Referrals List grid so you’ll be able to see it there too, if you like. And, soon you’ll see a new report that will display the Competitor fields along with other important fields such as Dead Date and Dead Reason.
So, now you can have the information that may help you win more deals!
August 1, 2013 at 3:00 pm
This is great…we had set up a separate tracking system which was time consuming!
August 1, 2013 at 3:10 pm
Will those fields be added to the Custom Financial Report options?
Ann GioeRelocation DirectorPrudential Indiana Realty8402 E. 116th StFishers, IN 46038317-913-2803/direct317-594-3060/faxwww.indianaresourcecenter.com
August 1, 2013 at 3:21 pm
Good idea, Ann! I’ll try to get them added very soon.
August 1, 2013 at 7:37 pm
The new fields are now in the Custom Financial Report
August 1, 2013 at 4:37 pm
We use an excel spreadsheet now. Very excite about this new feature. When do you think the reports will be accessible?
August 12, 2013 at 3:08 pm
The new (Advanced) Competitor report is now available.