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标题: My client information is all over& [打印本页]

作者: Rex    时间: 2008-5-8 16:39     标题: My client information is all over the place

·        All clientinformation captured in a central database.

·        Track complete buyer,seller, and property information including contact and property details, notesand history, appointments and to-dos, documents, and property listings with acustom layout designed for residential Real Estate professionals.

·        Utilize theID/Status field to signify if a contact is a prospect, buyer, seller, homeinspector, mortgage broker, title agent, or competitor, and the Referred Byfield to capture your lead sources such as referral, sign, newsletter,marketing campaign, or Web lead.

  Attach critical documents such as inspection reports, house photos, MLSlistings, and more to the Contact Record – even if you are working in Microsoft® Word and Excel®.




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