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Lead Source Report
Accessing Popular Reports
What to do without the Back Button!
Entering more than one email address per
contact
1. Lead Source Report
One field in the contacts screen that is constantly
over looked by users is the Lead Source field. It may
not seem important at the time to enter in the lead
source of a client, but further down the line this information
will become invaluable to agents and principals alike.
From a company perspective, if your organisation could
print a report that allows you to see what percentage
of clients come from each lead source, this would be
invaluable to the principals, as they can then delegate
money to spend on marketing the business and growing
brand awareness accordingly.
As an agent keeping data on your lead sources is also
beneficial because it allows you to track and target
the most successful areas to self promote and build
consumer awareness of your identity in the market place.
To access the lead source report in Complete
Data follow these steps;
1. Enter the contacts database.
2. For a company’s results press the red button that
says All Records
3. For an individual do a basic find on your ID
4. Go to the scripts menu and select Print Lead Source
Report Current Found Set All Agents.
5. Press print.
Over time it will become clear how important it is
to track your lead source. I suggest if you are not
doing it now, then start doing it. The small time investment
that you spend now will prove extremely beneficial in
the long run.
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2. Accessing Popular Reports
Several users have requested a list of procedures that
will allow them to produce some of the amazing reports
Complete Data has to offer your company & clients.
There are a number of invaluable reports Service Area
has to offer:
Current Listings Report (this will show all
properties on the market):
1. Click find.
2. Click market place yes.
3. Press grey find button or press the Enter key on
the keyboard.
4. Right click in field you wish to sort the report
by. Choose ascending or descending.
5. Click print current listings button.
Past Sales Report (all sold properties in
desired time frame):
1. Click find.
2. Click in sold price and tab into sold date.
3. Insert greater than or = to symbol in sold date.
4. Type date you wish to search from.
5. Click grey find or press the Enter key on the keyboard.
6. Press print past sales report.
Create agency report for current found set
(this shows you know your percentage of market share
and also what percentage your competitor’s have):
1. Click find.
2. Click in sold price and tab into sold date.
3. Insert greater than or = to symbol in sold date.
4. Type date you wish to search from.
5. Click grey find or press the Enter key on the keyboard.
6. Go to Scripts and select create agency report for
current found set.
Average time on market (this shows you know
how quickly you and your competitor’s are selling
properties):
1. Click find
2. Click in sold price and tab into sold date
3. Insert greater than or = to symbol in sold date.
4. Type date you wish to search from.
5. Click grey find or press the Enter key on the keyboard
6. Go to Scripts and select create average market
time report.
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3. What to do without the Back Button!
We often get asked “where’s the back button?” particularly
by new users of Complete Data. As Microsoft integrates
Internet Explorer into the Windows operating system,
such as Windows XP, a back button is appearing everywhere.
Unfortunately a database and a web browser like Internet
Explorer are not the same and including a back button
like Explorer is not possible. Complete Data comprises
over 40 different files or databases and you constantly
move from one database to another, then one layout or
screen to another, with no way of easily tracking where
you came from.
However, as you get more familiar with navigating
your way around Complete Data we recommend that you
take notice and start to utilize the Windows menu at
the very top of your screen. This menu lists all the
databases or files that you have opened and you can
select an item from this list to quickly return to that
database. For example, if you were currently in the
Marketing database and needed to return to the Contacts
database, you could simply go to the Window menu and
select “CD_Contacts.fp5” and you will be taken back
to the Contacts database and to the screen/layout that
you were viewing when last in the Contacts database.
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4. Entering more than one email address per
contact.
One question frequently asked is whether it is possible
to add more than one email address to a contact.
The answer is yes; you simply just have to hit the
enter key in the email field once you have entered the
first email address and then type the second email address.
See picture below:
Things to remember:
1. When you enter a second email address it will not
be visible on your screen but it will be there. You
just have to click into the email field to see it.
2. You can enter as many emails as you want into this
field.
3. When you go to send one email it will always send
it to all addresses unless you remember to delete
the additional addresses before sending the email.
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