Why Are My Agents Are Not Getting My Forms?

Do your Agents complain that they are not getting the forms/Update Requests you are sending from ReloSpec?
 
The most obvious solution to this issue is that your Agent is working from a PC that has a firewall running on their server.  All servers need to be set to ACCEPT/ALLOW emails from the following address:   rs.prosws.com

Want Your Tickler Page Open All Day?

Want to open the Tickler page and keep it open throughout the day?  You can open it from the ReloSpec Main Menu page (instead of with the link on the Referrals List page) and it will open and stay open until you manually close it.

ReloSpec Branch Option

The new ReloSpec Branch Option is now avaialble.  This new option allows for workers in a brach of your company to login to ReloSpec but view ONLY the records “assigned” to their branch.  For example, if you have one group dedicated to handling Internet leads and another dedicated to Relocation and you do not want eaither group viewing the records of the other group, you need the Branch option.  It allows all records to be stored in one large ReloSpec database but have a separation of records that may be viewed by any “branch”.  ReloSpec users assigned to the “Master” ReloSpec database may view and run reports on all records for all branches.
 
Pricing for the ReloSpec Branch option is a one-time cost of $400 for each “branch” option, plus $250 for each additional license (ID/Password), if needed.  The annual maintenance for the Branch option is $200.
 
Let us know if you want sales jevans@prosws.com

Export Records to Profit Power

Are you currently looking for a way to get data from the ReloSpec Referrals table into your Profit Power accounting software?  It is now possible to export individaul records directly to Profit Power.  After receiving numerous requests for this service, we can now provide it for a minimal ($140) setup charge. 

Once the option is in place you will be able to select a record in ReloSpec, enter the closing information in the Closing page and when you click the UPDATE button the record will automatically be inserted into your Profit Power database. 

Please let us know if you are interested in the Profit Power export feature.  info@prosws.com

Adding Multiple Email Addresses in ToDo Page

Now it is easier than ever to add multiple email addresses in the ToDo page.  From the ReloSpec Referrals List page click the ‘ToDo’ link on the left side, then if needed, click the ADD NEW button to add/edit a ToDo item.  You’ll notice on the right side of the page there are buttons with labels for the various email addresses you may want to insert.  In the past, if you clicked more than one button, the email address would be replaced by the latest one clicked.  Now, you may click for multiple email addresses that get inserted for you automatically.  This makes it much easier and faster to enter the desired email addresses in the ToDo page.

Concierge Option Is Announced

The new ReloSpec Concierge option will be available beginning in February.  This new option will allow you to track requests for Concierge services for clients in the ReloSpec Referrals table. 

For example, let’s say a client contacts you and needs a plumbing service.  Using the Concierge option you may select up to 5 suggested vendors to fill the need.  You simply select the vendor(s) and click the ‘Send Email’ button on the Concierge page.  An email is automatically sent to each of the vendors with the client contact information along with the needs detail.  In addition, an email is sent to the client with a list of the vendors you suggested.  And, a note is added to the Notes table documenting all that was done.

There are also forms and reports associated with the Concierge option that allow you to track what vendors are being selected and the feedback from the client regarding the service.

The introductory cost of the Concierge option is $199 during February 2009 and $249 beginning in March 2009.  To see a demonstration of the Conceirge option click the ‘Concierge Option’ in the Training Videos page (ReloSpec Main Menu, Training Videos) or register for the Web Seminar