Collaboration Center
Collaboration Center - Buy Side

Collaboration Center - Buy Side (17)

Tuesday, 19 September 2017 18:53

Buy Side

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Tuesday, 12 July 2016 00:00

Map View Functionality

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 Map View Type

Map View - See the listings located on the map.

Click on the Map View icon to see the saved listings on the map.

The listings will appear as individual flags and /or clusters depending on the zoom level of the map.

 

 

 

Click on the cluster to separate out into individual flags.

 

 

 

Now the 2 listings in the cluster can be seen as 2 flags.

 

 

Hover over the flag to see more detail.

 

 

 

Click on the flag to open the detail bar on the map.

 

 

Click on VIEW DETAIL to see the full detail sheet of the property.

 

 

Click on any of the tabs to see that property/ area information.

 

 

Congratulations! Now you can view your listings on the map with ease.

 

 

 

Sunday, 17 July 2016 00:00

Share Icon Share on Facebook

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Share a listing on Facebook.

Click on share to post the selected listing on Facebook.

 

 

 

 

The Facebook login window will open

Click login.

 

 

 

Congratulations!  You can now share your listing matches via Facebook.

 

 

 

Saturday, 16 July 2016 00:00

Share Icon: Email A listing

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Click on the Share Icon to reveal the menu below.

Email A Listing

Click on email Listing to send the selected listing to an email recipient.

 

The email window will open

Enter the recipient's email address and a message.

Click email.

 

 

 

The following message will appear.

 

Congratulations!  You can now share your listing matches via email.

 

Friday, 15 July 2016 00:00

Share Icon: Request a Showing

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See how your contacts can request a Showing!

Share Icon Request A Showing Feature

Click on the Share Icon to reveal the menu below.

Request a Showing

Click on Request a Showing to send a showing request to your agent.

 

The request form below will open. Complete the request form.

Click Submit

 

 

 

The following Thank You message will appear.

 

An email message will be sent to the agent alerting them of the showing request. A sample message is shown below.

 

 

Congratulations! Now you can request a showing from The Client Connect site.

 

 

 

Wednesday, 20 July 2016 00:00

CC2 Collab Center Customer Guide

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Here is a help guide to step you through all the features of my new Collab Center site. When you receive your email notification and click on the link to see the listings you will be redirected to my Collab Center site!

The CC 2.0 Collab Center

Here listings can be viewed in more detail. While all listings start out in the Undecided tab they can now designate the listings as Favorite, Possible or Reject, create folders to organize and track listings and more.

 
   

 

Source Drop Down

If there are multiple saved searches for an individual client, they can be accessed through the Source Drop down menu. This is a way of keeping listings organized by search.

 


Sort

     

 

 View Types

Thumbnail View

 

Tile View

 

Map View

 

Folders

Add listings to folders you create to help organize listings into categories making it easier to keep track of them.

 

 

 

 

View Detail

Click on View Detail to see more information about the property.

 

 

 

 

 

 

Submit a Comment

 

Compare Listings

 

 

Additional Features

Congratulations! Now you can manage your listings with ease.

 

Thursday, 14 July 2016 00:00

Share Features

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Overview of all the great new Share features for listings!

Share Icon Additional Features

Click on the Share Icon to reveal the menu below.

 

Add Comment

Click on Add Comment to comment on the listing

 

Enter the comment and click submit.

 

 

 

Congratulations! Now you can manage your listings with ease.

 

 

 

Wednesday, 13 July 2016 00:00

Share Icon: Add Comment Feature

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Learn about the new Comment features!

 

Share Icon Add Comment Feature

Click on the Share Icon to reveal the menu below.

Add Comment

Click on Add Comment to send a message to your contact. Contacts can also initiate comments to the agent.

An email alerting you about the comment will be sent.

 

In the Contact Manger under View/ Manage Contacts you will also see a blue Unread Message icon.

Click on the Unread Message icon.

 

 

The Client Connect Comments page will open.

Click on the Unread Comments icon.

 

The Manage Comments window will open. Here you can read previous comments and submit a new one.

 

 

Click on the Detail View Icon to see the listing.

 

 

The MLS Default spreadsheet report will open.

 

 

 

Congratulations! Now you can manage your listings with comments with ease.

 

Tuesday, 05 July 2016 00:00

Saved Listings Tabs

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Learn about Saved Listing Tab !

The Client Connect 2.0 Saved Listings Tab

Contacts designate listings as Favorites, Possible or Rejected

 
   

As the contact designates the listings they will move from the Undecided tab to the Favorites, Possible or Rejected tabs accordingly.

 

Click on the tab to see the listings there.

     

 

 

 

Congratulations! Now you can manage your listings tabs with ease.

 

Wednesday, 13 July 2016 00:00

Using Folders

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Learn about the new Folders feature which allows you to store Listings!

The Client Connect 2.0 Folders

Folders

Add listings to folders you create to help organize listings into categories making it easier to keep track of them.

 

 

Click on Create New Folder

 

 

Name your folder.

Click Save

 

 

The next time you click on folder, you will see the folders you have created in the past and can place the listing there and Save it or create another new foolder.

 

 

 

 

 

Click on the menu bar to see all your saved folders.

Click on Saved Folders to view the saved folders and the lsitings in them.

 

 

Click on the desired folder to view those listings.

 

 

 

 

Congratulations! Now you can manage your listings with the help of folders.

 

 

 

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