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Complete Data News

Welcome to the latest edition of Complete Data News.

In this edition we introduce you to the newest member of the Complete Data team, and share with you a guide to getting started with Complete Data that one of our clients has prepared.

New Client Care Consultant

Luke Newton has joined the Complete Data team as a Client Care Consultant. He is there to help you get more out of Complete Data and will be our frontline support person. Luke brings a unique perspective to the Complete Data team, having worked both as a real estate agent and also a user of Complete Data. Most recently Luke worked at Raine & Horne Terrigal alongside Mat Steinwede & Jaimie Woodcock. Luke will also be involved in training, both in our training room as well as onsite, as well as remotely via our GoToAssist remote control software. Luke is here to help our clients get the most out of Complete Data and achieve the results they are looking for.

Luke Newton

Getting Started with Complete Data

A very generous user of Complete Data - Mike Steltenpool from the ACT – recently sent us a brief guide that he had written to getting started with Complete Data. We were so impressed with Mike’s ideas and insights that we asked his permission to share this document with the rest of the Complete Data community. Mike happily agreed – we’ve done some design work and created an easy to read PDF but all the text is from Mike. To read Mike’s guide to getting started with Complete Data just click on the following link:

Mike's Guide to getting started.

Even if you’ve been using Complete Data for a while we recommend you have a read of Mike’s getting started guide as there’s something in there for everyone.

AREC

Just a reminder that Complete Data will once again be exhibiting at the upcoming Australian Real Estate Conference in Sydney – AREC. If you’re heading to AREC make sure you come and introduce yourselves and meet all the team at Complete Data. We’d love to catch up with you and get any feedback about how the program can be improved or discuss any challenges you’re currently facing.

Tip – Setting 1 Activity for the Current Found Set

Here’s a little tip that might save you a lot of clicking. When you’re in the Contacts database and you using the “Set 1 Activity for Current Found Set” button to generate scheduled tasks for a group of Contacts (e.g all current vendors or all buyers) you have two options to select Yes or No for the Completed field. If you’re performing the task immediately (for example you’re printing the letter now) make sure you select Yes for the Completed field. If you don’t and you’re doing a letter to 100 contacts you might find yourself clicking Yes 100 times in your Scheduled Tasks database subsequently.

If there is anything you would like covered in the next edition of Complete Data News please let us know – just reply to this email with your comments and suggestions.

All the best from the Complete Data team

If you have any questions or topics that you would like covered in future editions of Complete Data News please forward them to June Newman june@completedata.com.au