Agent Central Max Users Guide
Contents
1. 4 Sic FOR SALE E ad GENT MAX Managing Your Web Site Just Got Easy Agent Central Max Users Guide Agent Central Max User Manual Page 2 Rev 1 56 Agent Central Max User Manual Page 3 Table of Contents ABOUT Agent Gential Max Cda AAA AAA AA AS A AAA AAA 4 Accessing Adent Central Macas AA AER AA AAA AAA AA 5 The Mal Menta aaa 5 Page Mahadenment a tad di dada dro tl 6 ACCESSINO theiMeta EGON ad A AS A 6 What are Meta Ds 9 ii AA A AAN AA ON 6 Metals Tdi as 6 the Meta Description Tal rian AA AI ITA G S 6 TReMeta Key WOrGSiiaiidec sicher Adi 6 Meta tag use IN search engine optimization occcccccccccccccnnccncnnc cnn ence cnn 7 COntentEdIO Retorno 8 Content EdICO ICONS AAN AS AAA cd 9 Lessons FOr GOnvent Edo da 12 USING NS Seat TOO larisa 12 Using tne Foreground Color TOO uti A AAA AA 12 Using the Hyperlink Bookmark TOOIS cccoocooccccoccccnocnnccccnnonnnon rra rr nr rr 13 Creating a Hyper aaa aa ost vada 13 Creaking a BOOKING trar reer ether ad O E 13 JSN TM IJe TOO aaa E RTE O 13 ELNO TNE IMA AA NA a r EEN AN 14 Using the Sert Table OO uscar doradas maite 14 Using the Styles amp Formatting TOA A AA A AAA 14 Text FOTO scan A 15 Leda Mana de Metroid ida 15 ACCESSING YOUR COGS RANA AAA ADA AAA AAA 16 VIEWING Notes FISLOLY canica AAA Amt 17 GlOpal Lead Manada aa 18 Using the Global Lead MANAGEN reas Enan a E A 18 ASSINANTE le spore ern oi ia ds 18 Global Contact Mana is ae aia 19 A2. Back To Menu button at the top of the page This will return you to the Main Menu Rev 1 56 Agent Central Max User Manual Page interior Features I Air Filter M Ceiling Fan 4 Humidifier M Vaulted Ceiling IY Wine Storage D ee E a a a a E a Exterior Finish Aluminum I Brick l Frame l Marble Granite F Shingle F Stucco M Wood Stucco M Asphalt l Composition l Other l Spanish Clay Tile on M Alarm System M Fireplace M Sauna M Wet Bar M Aluminum Steel M Cedar M Glass l Masonite l Siding Asphalt Shingles M Concrete Tile l Shakes Wood Shingles Figure 25 25 M Cathedral Ceiling M Hot Tubs Spa M Skylights M Window Covers l Asbestos T Concrete Block T Log l Shakes T Stone E Built Lp Metal Slate Rock Rev 1 56 Agent Central Max User Manual Pa 26 Open Houses Through this page you can add edit and remove open houses Creating an Open House Click on the Open Houses icon on the Main Menu Click on Create New Open House Enter the information for your open house If you have a listings associated with your open house you can link it by choosing it in the MLS information section Simply enter the listing and then tell the system where the listing came from by using the drop down box called MLS listing System You also can also add a unique photo of each open house To upload a photo type in the name of the file or click on Bro
3. have the ability to send leads via email and or cell phone alert Custom Agent Sort To set up a custom order for your agents follow the instructions below This is useful for example if you want to have your office managers or executive staff in a certain place 1 Click on the Office s name on the Office Roster Main Page or in the side tool bar 2 Scroll to the part of the page labeled Agent Sorting 3 To add an agent to the custom sort list highlight his her name in the left hand box and click the gt button 4 Repeat this until you have placed all of your custom sorted agents in the right hand box You can use the up and down arrows on the right to place them in the order you would like them in 5 To remove an agent from the Custom Sorted Agents list highlight the agents name in the right hand box and click the lt button This will place the agent in the normal alphabetical agent roster list on the left 6 When you have finished sorting your agent s click on the Save Agent Order button Admin Demo gt Duvall Joe Rudy John Save Agent Order Exclusive Listings Request More Info Showing Roster Options Seve Lennas E en On the Office Roster main page you will see a Exclusive Listings SMS Address button called Roster Options located on the side tool bar Here you can sort all agents as well as NJMLS Office Listings Request More choose your web site display At the bottom of the IA
4. No Border Collapse ves aj Spacing ba Padding Z Text Formatting We x Font Style Size arial Black Italic 10pt Arial 2 Arial Black al Regular cs E OOK QU H nm aes lt lt Bold Italic 11 Bookman Old 12 Stvle El zi 14 xi Foreground Pick Background Pick Minicaps Vertical e Not Set e Not Set e Not Set Not Set Underline Capitalize Small Caps Superscript Overline CO Uppercase Normal Subscript C Line through Lowercase O Relative None None Baseline Character Spacing Arial Black cancel apply ok Agent Central Max User Manual Page 15 When you click on this tool you will have four options to choose from Text Formatting Paragraph Formatting List Formatting Box Formatting Text Formatting L 2 3 With this option you can apply font style size and color to your text First choose from the list of fonts and press the gt gt button to apply the font to your text Choose a style from the list provided as well as a font size from the list provided Again you can preview your choices in the preview window provided You can pick a foreground and a background color from options provided and you can also choose from any of the options provided under the headings Decoration Text case Minicaps and Vertical You can also specify the character spacing and then click apply to use
5. If there is a part of your page or any other page that you want to move you can highlight it and click on the cut tool This will cut it out of your page You can then use the paste tool see part vi and vii for using the paste tool to put it back where you want it on your page Copy Tool If there is a part of your page or any other page that you want to duplicate you can highlight it and click on the copy button which will make a copy of the part you highlighted You will not be able to see the copy but it will be available for you to paste in another location After you have copied the Rev 1 56 Agent Central Max User Manual Page 10 part you needed move your cursor to the place on your page you want it to appear and then click the paste button See below for pasting text Paste Tool If you have cut or copied something you can put it on your page with the paste tool Simply move your cursor to the designated point on your page if you are using your mouse make sure you click on the designated spot and then press the paste tool This will place whatever you cut or copied on the page where your cursor is Paste from Word Tool When you have cut or copied text this tool will paste only the text and not the formatting that was applied to it For instance if the text was in bold and underlined it will no longer be that way when you paste it with this tool Or if there was a picture with the text it would not show up when usi
6. insert to place the image into your text Editing the I mage E 5 6 To edit the image click on the Image tool again Click on the alignment property to select the alignment that you would like You can choose an alignment from the dropdown bar provided Click Border Style to specify the image border you would like This will open a new box From the lists provided choose the border style thickness and the border configuration You can click the Pick Color button to choose which color you would like for the Mo Border Alignment Not Set border Choose a color and click ok You can check Indentation the preview window to make sure you like the choices word Spacing Character Spacing you have made Line Height Text Case Not Set y To resize the image you can either change the width and height White Space iot Set Ii numbers in the boxes provided or you can drag the image handle which appear when you click on the image If you do not like the way you resized the image you can click on the reset button This will restore the image back to its original size You can also set the spacing between the image and the text by using the properties under the Spacing section Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et accusam et justo duo dolores et ea
7. or you can put in the number code for the color in the box This will calculate your color which will appear in the New box 4 You can also choose a color from the color panel provided Each time you click on a color it will appear in the New box to give you a preview of what you have selected To go to the Named Colors 5 555 EN E category simply click on the words Named Colors at the top of the box Here you can find the name of the color you are using First click on a color 5 Next click on the box that says Use Color Name This will make the name of the color appear underneath the box 6 To get into the 216 Web Safe categories simply click on it Oe x at the top of the page Source Type URL here 7 Click the color you would like click on apply and then Bookmark aj click ok Target C COO O Title E Using the Hyperlink amp Bookmark Tools sae Creating a Hyperlink 1 Select the text that you would like to make a hyperlink and then click on the Hyperlink tool 2 First make sure Source is chosen You may choose what kind of hyperlink you are using from the drop down box provided In the next space type in the URL and then click tt LAA X Insert Creating a Bookmark 1 First click on the Bookmark tool Then highlight the part of the page that you want to bookmark Name 2 Create a name for what you have selected ex Paragraph 2 and then press i
8. Content Editor Lessons 12 Creating a table 14 Searching 12 Styles amp Formatting 14 29 Uploading an image 13 Using Bookmarks 13 Using Hyperlinks 13 Using the foregournd color tool 12 G Global Contact Manager 19 Global Lead Manager 18 L Lead Management 15 Client Notes 17 Editing managing a prospects information 17 Tool Bar 16 Viewing Leads 16 Lead Notification Settings 23 List formatting 15 Listing Maintenance 23 Adding a Listing 23 Adding listing features 24 Uploading a photo 24 Log Out 28 M Main Menu 5 Meta Editor 6 Keywords 6 Meta Description 6 Meta tag optimization 7 Title Tag 6 Meta Tags See Meta Editor Minimum System Requirements 4 N New Features 28 O Office Roster 20 Adding a user 20 Custom sorting 22 Roster options 22 Open Houses 26 P Page Management 6 Bookmarking 13 Box formatting 15 Content Editor 8 Content Editor Icons 9 Creating a table 14 Editing an image 14 Rev 1 56 Agent Central Max User Manual Page 30 Editor Lessons 12 Using the search tool 12 Hyperlinking 13 Paragraph formatting 15 Icons Editor defined 9 List formatting 15 T Meta Tags See also Meta Editor Page Management Main Menu 6 Paragraph formatting 15 V Text formatting 14 Uploading an Image 13 View Website 28 Using the Foreground color tool 12 Text formatting 14 Rev 1 56
9. convenience you can add http max readvantage com to your favorites to access the site quickly Username Password Login To Agent Central Max Having trouble Forgot your password Please call technical support toll free at 877 791 4200 RE Technology for Real Estate Professionals www readvantage com Version 1 0 3 Enter your Username and Password 4 Click Login To Agent Central Max 1 Login Screen The Main Menu Once you login to Agent Central Max you will see the main menu The Real Estate Advantage 1 for Agents or Offices H aiCentralmax Main Menu View Website Log Out Welcome to Agent Central Max for Ajax Real Estate New Features Please select where you would like to go from the options below A ds New version of Agent o e g Roster Page Management Lead Management Global Lead Manager Global Contact Manager n A Agent Photo On ef yA DD Manual Listings Office Roster Lead Notification Settings Listing Maintenance User Access Management 6 2 06 Lead Assignment Notification Open Houses 2 Advantage Technology for Real Estate Professionals www readvantage com Version 1 0 2 Main Menu Rev 1 56 Agent Central Max User Manual Pa 6 Page Management Accessing the Meta Editor With the Meta Editor you can add custom meta tags to each of your web pages Y Done To access the meta editor Friendly Name Content METATags FileName
10. option allows a visitor to select which agent they would like the lead directed to 3 The single agent lead management option is for an agent website with only one user Accessing Your Leads Click on Lead Management off the Main Menu to bring you to a list of all your active lead tasks This list displays all of your open tasks you need to complete To view a task click on the info button T located on the left side of the screen This allows you to view details of the selected task This screen shows 1 The task details 2 The prospect information 3 Any task notes Completing tasks If you want to complete a task simply change the status using the drop down box on your task detail page you can get to this page by clicking on button You have several types of status s you can use to organize your task list They are new open on hold and completed Task Types When leads are received from your IDX Search pages they will be assigned one of 3 task types 1 New Website User This is lead that has signed up for a portfolio account on your system 2 Request More Information This is a lead that requested additional information on a listing s 3 Request s Showing This is a lead that wishes to view a home The Tool Bar On the left side of the screen you will see a tool bar where you can choose from 4 View Contacts different tools which will be explained below View Tasks Create A Task Add A Contact L
11. rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet cancel apply _ok Check the preview window to make sure you like what you see When you have finished click insert Using the Insert Table Tool 1 When you click on this tool a grid will pop up Drag your mouse across the grid to show how many rows No from the dropdown bar Advanced Table Insert you have placed on your table If you want to make the cells in your table bigger or longer you can use the span buttons The span gt button will expand the cell across and the span v button will span the cell downward To do this simply click on the cell in the preview window that you want to span and then click either one of the span buttons 4 There is also a preview window in the Advanced Table Insert box that shows you the specifications and columns you would like and then click on it 2 For more options you can click on the Advanced Table Insert button underneath the grid 3 Put in the numbers of columns and rows that you would like as well as the padding and spacing that you would like Choose a border from the dropdown bar and set the table collapse by choosing Yes or Rows Once you have finished click on the insert button which will becoration a place the table into your text Using the Styles amp Formatting Tool 2 Columns 2 Borders
12. that information stored in META tags especially the keyword tag could be unreliable and misleading and at worst could be used to draw users into spam sites Unscrupulous webmasters could easily place false keywords into a META tag in order to draw people to their site whether the content matched these keywords or not Search engines began dropping support for META keywords in 1998 and by the early 2000s most search engines had veered away from reliance on meta elements In July 2002 Alta Vista one of the last major search engines to still offer support finally stopped including them Newer search engines like Google have never had any support for the META keywords tag but do use the Meta Title and Meta description Some search engines such as Google will display the text specified in the content of the META description tag for a page in their result listings This allows the webpage author to give a more meaningful description for listings than might be displayed if the search engine was to automatically create its own description based on the page content Rev 1 56 Agent Central Max User Manual Page Content Editor l The Content Editor is where you can modify the content of your website To use the content editor 1 Click on Page Management from the Main Menu 2 Click on the Edit button under the content heading This will bring you to the content editor 3 Here you can change the text on your page as well as
13. will see information on each lead including the name of the lead the lead contact the status of the lead the priority of the lead when it was created when it was assigned and when your agent accepted the assignment Sqft Year Built Other Amenities Under the info icon you can view additional information on the lead edit the task and add notes Here you will also find a summary of the contact information and any supplementary information provided for the lead P Mortgage Form Lead John Smith New Normal 041306 0530 06 T Contact Form Lead Joe Smith New Normal 06 1306 03412107 0352107 Assigning Leads Attention i Joe Du all has been emailed Would you like to send a text message to Joe Dowall s cell phone Agent Central Max User Manual Page 19 By default each lead is not assigned to anyone When you use the drop down box and assign a lead you will have the option to also send an agent a cell phone alert The system gets the email and cell phone alert information from the information you enter in each agent s bio under the email and the text messaging fields Firstname rm Lastname DuVall Title Realtor gt Email jduvall njaccess com User name jduvall Password 20000004 Phone number 973 303 4300 Fax number Cell phone 973 555 5554 Pager o 9735556656 vtext com Siete Global Contact Manager Wh
14. your office roster City Address 2 T by entering each user s information and a j preferences State Alaska Y Zip Code Add new office Adding an Office You can add an office by clicking on the Add New Office button or by clicking on the Office Roster Manager Add an Office button located on the left side of the page in the side tool bar 1 Click on the Add New Office button This will bring you to a page where you can enter in the name of the office and it s full address ace 2 Fill out the form and then click on the Add new office button Add An Office Y our Offi View Offices Manage your office roster from here by entering tool Alpine Franklin Lakes Agents Without an Office Roster Options i 7 7 Aly Sort All Agents i Web Site Display You have 2 office _ Fri S Tip You need to add an office before you enter your agents Pecna a User Agent Click on the Add Agent User button located on the left side tool bar a Enter in all the required information for an agent user 3 Scroll to the heading Users Permissions Here you can select what the agent can have access to when they are logged into Agent Central Max 4 Save the data by clicking on the Save Agent Information button 5 Repeat this step for all of your agents until you have a complete roster for the office you have entered S Tip Any agents that do not belong to an office will show up in the Age
15. 1 Click on Page Management Home Page EDIT EDIT index cfm 2 Click on the Edit link on the page you want to add ici ad anil ne M t T t Buyers Page EDIT EDIT buyers cfm eta ags Q f Sellers Page EDIT EDIT sellers cfm 3 The meta editor will allow you to add Relocation Page EDIT EDIT relocation cfm a Meta title tag Relocation Form EDIT EDIT relocation_form cfm Mortgage Form EDIT EDIT form_mortgage cfm b Keyword Nothern Valley EDIT EDIT town nor valley cfm c Meta description What are Meta Tags Meta tags are hidden text that some search engines use as well as web browsers In the Meta editor you can edit the 3 major Meta tags The Title Tag The HTML title tag isn t really a Meta tag but it s worth discussing in relation to them Whatever text you place in the title tag will appear in the reverse bar of someone s browser when they view the web page f f The Real Estate Advantage The title tag is also used as the f for Agents or Offices E centraimax o words to describe your page iain Menu j View Website Log Out when someone adds it to their As part of the HEAD of an HTML document this tag provides information that describes the document in various ways lt contains valuable information for search robots to use TT lI lI I F a VO r ites O r B 00 km a rks st in adding your web pages to their search indexes Anumber of search engines use the information within tags as part of their algorithms Infinit
16. S G 4 B5654 546 654 Sod zj a ee Ok ETE TE TEE EE x 7 Adding a Listing Click on Listing Maintenance from the Main Menu Click on Add Listing Add in the address information listing information and listing description See Figure Add listing When you have finished filling out the form click Continue This will bring you to the photo up loader AHNT Rev 1 56 Agent Central Max User Manual Page 24 Add Listing Penales a required feld Listing Status Pess Select Select ifthe listing s street address will be displayed to website viewers vise r Should the MLS number to this listing be displayed to users ist Listing Description Continue 2 gt Cancel ina Photos Click on Add New Photo gt Click on the Browse button and browse to the photo on your local hard drive 3 Choose a photo and then click on Upload Now button This will upload your photo and return you back to the Photo Uploader page 4 Click Continue This will bring you to the Listing Features page Listing Features On this page there are 11 categories of features that you can select from Select all the features that apply to your listing and then click on the Finish button at the bottom of the page This will bring you back to the Listing Manager main page where your listing will be displayed When you have finished with the Listing Manager page you can click on the
17. Tool In a new window this will allow you to view the html code for your page Styles amp Formatting Tool Click on this tool and choose from the drop down bar what you would like to format You can pick from Text Formatting Paragraph Formatting List Formatting and Box Formatting Paragraph Tool This tool will apply a paragraph style to your text You can either highlight the paragraph you want or just leave your cursor somewhere in the paragraph Then click on the Paragraph tool and select a style from the drop down bar Font Name Tool This tool will change the font of your text Just highlight the words you want to change the font of and select one of the names provided under the drop down bar Size Tool This tool will change the size of any text that you select J ust highlight the text that you want to re size and then choose a size from the drop down bar Bold Tool This will bold the font that you have highlighted when you click on this tool A Italics Tool This will italicize the text you have selected when you click on this tool El Underline Tool This will place a line under the text you have highlighted when you click on this tool Justify Left Tool This will align your text to the left side of the page Note that when you start putting text in the content editor it is already aligned to the left Rev 1 56 Agent Central Max User Manual Page 12 ustify Center Tool This tool will place your text in the ce
18. View Contacts Serer ere rr rer PCr er rr er The View Contacts tool allows you to see information on your contacts Here you can email a contact by clicking on or delete a contact by clicking on lt Also by clicking on the info button you can find additional information on each contact This will bring you to a new screen 2 View Tasks The View Tasks tool allows you to look at all the Leads you have been assigned When you click on the tool you are brought to the Tasks List which is the same list that appears when you enter the Lead Management Section Again if you click on the info icon you can view additional information on your Lead Here you can edit task information as well as edit task notes Provided is also the contact summary for the current task that is being viewed 3 Create a Task The Create a Task icon is where you can enter information on your leads You simply enter the information that is asked for and then you click on Task Information Submit The task Can be Regarding Status J viewed by clicking on the o ES info button under the View Priority Link to Contact Tasks option in the tool bar Task Type Select a Type Task Description Rev 1 56 Agent Central Max User Manual Page 17 4 Add a Contact The Add A Contact icon is where you can add a new contact to your contact list When you are done entering the information click on Submit button The contact can then be viewed and edited
19. Website located at the top of the page next to Main Menu Your website will then pop up in a new window where you can then look through your website and make Sure everything is in order If you need to make any changes you can go back to the main menu and edit the areas that need to be changed 6 2 06 Log Out The next option you have is to log out This option is located at the top of the page next to View Website Once you click Log Out you will be returned to the Welcome screen where you first logged in Rev 1 56 Agent Central Max User Manual Page Index A Agent Central Max Accessing 5 B Box formatting 15 C Cell phone alerts 27 Content Editor 8 Content Editor Icons 9 Background Color Tool 10 Bolding Text 11 Bookmark Tool 10 Bulleted List Tool 12 Copy Tool 9 Cut Tool 9 Font Size Tool 11 Font Tool 11 Foreground Color Tool 10 Formatting Tool 11 Full Screen Tool 9 Guidelines Show Hide Tool 11 Hyperlink Tool 10 Image Tool 10 Indent Tool 12 Italicize Text 11 J usify Center Tool 11 J usify Full Tool 12 J usify Left Tool 11 Jusify Right Tool 12 Line Tool 11 Numbered List Tool 12 Outdent Tool 12 Paragraph Tool 11 Paste from Word Tool 10 Paste Tool 10 Preview Tool 9 Redo Tool 10 Remove Formatting Tool 11 Search Tool 9 Source View Edit 11 Special Characters 11 Styles Tool 11 Table Insert Tool 10 Table Edit Tool 11 Underline Text 11 Undo Tool 10
20. dding an OWNS toria lr data oa ls 20 AGING a US CUATE EA AA AAA AAA 20 PERMISSIONS ia 20 AGENE NOU ICAO Na A AS NN 21 GUS COMM Agent SO lia da a od RN 22 ROSES ODEON Ss tiara tri erroani 22 Lead NoOthcaci n S ClUING Sara A O eds 23 SENO Maltenan te SAS NA ASA AA AS 23 ACUM A SUN ds 23 Cell PHONG APS a sa ds aid 27 NeW Satriani 28 MIS WOODSI ina pra pus idiota 28 LO OU E de 28 Rev 1 56 Agent Central Max User Manual Page About Agent Central Max Agent Central Max offers Semi Custom and Custom Web Site Designs that include our unique lead capturing tools and an easy to use comprehensive content management system A non technical user can easily modify each page using a Word like user interface to upload images diagrams pdf files videos and other documents or files This manual has been developed for you to fully understand each of the tools that Agent Central Max Offers Minimum System Requirements for the Administration Module e Windows 95 98 ME NT 2000 XP e Internet Explorer 5 0 or above e JavaScript Must be enabled Please note this support is only needed for the Administration backend 4 Rev 1 56 Agent Central Max User Manual Pa 3 Accessing Agent Central Max The Real Estate Advantage A for Agents or Offices Xd uCentralmax 1 Open your Internet browser Welcome to Agent Central Max Log into your account using the form below 2 Type in http max readvantage com on the URL address line For
21. e of the hyper competitiveness of the current search engine placement landscape pages need to be very focused on one or two specific keyword phrases in order to have a chance to get a top ten placement The Meta keyword tag is sometimes useful as a way to reinforce the terms you think a page is important Today very few crawlers support keywords For instance if you had a page about Hillsdale real estate AND you say the words Hillsdale real estate at various places in your body copy then mentioning the words Hillsdale real estate in the meta keywords tag MIGHT help boost your page a bit higher for those words Remember if you don t use the words Hillsdale real estate on the page at all then just adding them to the meta keywords tag is extremely unlikely to help the page do well for the term The text in the Meta keywords tag FOR THE FEW CRAWLERS THAT SUPPORT IT works in conjunction with the text in your body copy Meta tag use in search engine optimization Meta tags provide information about a given webpage most often to help search engines categorize them correctly Our Meta Editor inserts these codes into the HTML of your web page for you Meta tags are not visible to a user looking at the site The keyword tag was popularized by search engines such as Infoseek and Alta Vista in 1996 and its popularity quickly grew until it became one of the most commonly used META tags By late 1997 however search engine providers realized
22. ell phone alerts The first is on the notification to an administrator that a new lead was posted to the system This applies to multi tiered lead management clients only To enable text messaging click on the Lead Notification icon on your main menu This page will display all the types of lead forms on your web site Check the box for SMS Messaging and then place your text enabled email address in the box For information on how an administrator receives alerts see the chapter on Global Lead Manager The second is alerting agents To allow an agent to receive a cell phone alert go to Office Roster edit the agent you want to add an alert to Enter there cell enable email address in the field called Text messaging address and save Now agents are able to receive alerts For information on how agents can receive alerts see the chapter on Office Roster Below are some examples of the major wireless carriers text address If you are unsure of your cellular or pager text email address please contact your provider Disclaimer Depending on your cellular or pager subscription plan incoming text messages may be an added charge Please check with your provider regarding any applicable charges RE Advantage and NJ Access will not be responsible for any charges you incur to receive text messages from this system The information provided below may not be accurate as carriers could change the information Please test your text me
23. en you click on Global Contact Manager you will be given a table of all your contacts Contact Name Edit Assignment Joe Duvall EDIT DELETE Wark Menzella EDIT DELETE Bob Smith EDIT DELETE Joe Bob EDIT DELETE Joe Bob EDIT DELETE Joe Bob EDIT DELETE 6 Client list on Global Contact Manager Assigned Contacts For Joe Duvali Edit Assignment If you click on Edit you will see the Available Agents Current Assignment assigned agents for the prospect you Demo Admin Joe Duvall are editing On the left you will see a Demo User John Rudy list of all available agents On the right you will see who is currently assigned to that prospect Assigning Removing Agents 1 To assign another agent to this prospect click on the name and then click on the right arrow to move the name over To remove an agent click on the name in the assigned box and click the left arrow to move the agent over 2 If you want all the names moved click on the double arrow in the direction you want the names to be moved 3 When you have finished click Submit Rev 1 56 Agent Central Max User Manual Page 20 Deleting A Contact To delete a contact from the lists click on Delete When you do this the contact and the assignment will be deleted from the system Once this is done it cannot be undone Add a New Office Office Name W Address Office Roster Here you can manage
24. his provides you with all the MLS numbers that the contact is interested in as well as the links for those numbers Viewing Notes History There is also a notes history box Figure 11 This box displays the history and notes for the chosen contact You can edit the information by clicking on the Edit button Rev 1 56 Agent Central Max User Manual Page 18 Notes History EDIT Date 06 12 06 16 21 PM Type IDX Lead Task number 111040 was assigned to Joe DuVall on 06 12 06 EDIT Date 06 02 06 10 17 AM Type IDX Lead Task number 111040 was assigned to Demo User on 06 02 06 Global Lead Manager The Global Lead Manager is where ALL your website leads get deposited when Multi Tiered management is enabled You use the Global Lead Manager to distribute your leads that come in from your website to the agents in your office When leads arrive in your Global Lead Manager we will notify the administrator that new leads have arrived The administrator can then assign the lead and notify the agent via email and or a cell phone alert The notification options are setup through the Office Roster see Office Roster Chapter for further information Note This option is only here if you have subscribed to the Multi tiered lead management Manager Bedrooms Bathrooms When you click on Global Lead Manager you will find a table of all your leads Here you will be directed to assign each lead to one of your agents Here you
25. l A Foreground Color Tool This will change the color of the words on your page Background Color Tool This will change the color of the background around your text Just click on the tool and then click on the color you would like ar l Bookmark Tool You can bookmark parts of your text and create a hyperlink for them This will allow you to jump to the places you bookmarked on your page without having to scroll to them Hyperlink Tool This will assist you in inserting a hyperlink into your text I mage Tool This will assist you in inserting an image into your text Rev 1 56 Agent Central Max User Manual Page 11 Insert Table Tool This tool will insert a table into your text Edit Table Cell Tool This tool will help you edit your table and the cells inside your table as well as change the size of your table Click on the tool and choose one of the options Table Size Edit Table or Edit Cell Show Hide Guidelines Tool This tool will either show or hide the lines on a table that you have created D Special Characters Tool This tool will give you a bunch of symbols and characters that you can place in your text To add one of the characters just click on it and it will show up wherever your cursor is on your page ad Line Tool This will place a horizontal line across your page Remove Formatting Tool If you have formatted any text in the content editor this will remove the formatting View Edit Source
26. ng this tool To use this tool cut or copy the text you would like and then click on the paste from word tool An empty box will appear Press Ctrl V on your keyboard and it will paste the text into this box Once you have done this you can click ok and it will place the text into your document Note Copying from Word or any other source into a HTML document your web page does not always work 100 of the time When you copy from Word or another source the editor needs to translate what you copied into the web language HTML and this process is NOT 100 translatable One trick is to copy your text into Note Pad first This removes ALL formatting so when you copy it into your web page you can then just format how you wish Sometimes when the page looks fine in the editor and does not look fine in your browser it is because you copied over some sort of formatting that the web HTML cannot recognize For people that are familiar with HTML you can use the view edit source to remove un wanted formatting TF Undo Tool Clicking on this tool will undo the last action you made on your page Every time you click on this tool it will remove one step that you have made until you are back to the original or saved document Redo Tool If you clicked on the undo tool to remove your last action but you decided you want it back just click on the redo tool and it will put the page back to the way you had it before you clicked on the undo too
27. nsert A bookmark sign will appear before the text you Peers insert have bookmarked e 3 Once you have bookmarked what you wanted to you can create a hyperlink to that text at the top of your page ex Jump to Paragraph 2 4 To create a hyperlink for your bookmark select the text you want to insert the hyperlink into and nen click on the Hyperlink tool 3 Image Web Page Dialog E xj 5 This time choose Bookmark and then choose your _ ae bookmark from the dropdown bar Source 6 Click insert to apply the link to your bookmark Title Spacing Alignment Top px Using the I mage Tool Border Border Style Bottom px 1 First place your cursor where you want your image to width D xy Left px appear and then click on the Image tool see image ne reset te B on the right This will open up a little box 2 Click on the folder button to find the image you want Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam to insert nonumy eirmod tempor invidunt ut labore et dolore magna aliquyarn erat sed diam voluptua Ot vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet cancel insert Agent Central Max User Manual Page Click on the image from the list and then press ok 14 There is a preview window at the bottom of the box where you can see what you image will look like in your text Click
28. nter of your page La ustify Right Tool This tool will align your text to the right side of the page Bf ustify Full Tool This justifies both the right and left margin so all lines are equal 1 Numbering Tool This tool allows you to list things in number order When you click on this tool it will put a 1 wherever your cursor is on the page Type what you would like to appear next to this number and hit the return key This will automatically put a 2 underneath the 1 to start making a numbered list Bullets Tool This will give you bullet points to organize thoughts in an unordered list gt Indent Tool This tool will give you an indent wherever the cursor is on your page Outdent Tool If you have indented text on your page and you would like to bring it back out you can use the outdent tool which will return it to where it was before you clicked on the indent tool Lessons For Content Editor Tip You can also view our online video lessons at http lessons readvantage com Using the Search Tool First place your cursor at the top of your page and then click on the Search tool Next type in the text that you would like to search Rais for in the Search box You can click on either match case or match whole word to specify what you are looking for 3 Click search next This will find the text you have entered on your page The word will be highlighted Match case 7 Match whole word on your page s
29. nts Without an Office section located on the side tool bar S Tip If you want a non agent a secretary perhaps to access your AC Max backend tools you need to enter them here Just make sure the box Display This Agent On Web Site is unchecked Permissions You can define what each user has access to in the Permission section when you setup a new user or agent Rev 1 56 Agent Central Max User Manual Page 21 Any given user can have up to 13 different definable access levels Here are the definitions of what each access level can do Agent Central Max User Check this box to allow Display This Agent on Website Check this box to someone to be able to login into AC Max display a user on your website roster This box is typically un checked for non agents or agents you do not want to display on your website Can User Page Manager Check this box to all a user to access the Page Manager to edit your Meta information Can User Lead Manager Check this box to allow a user Can Edit Own Agent Information Check this box to to access leads that are assigned allow an agent to edit their own roster information Can Edit Office Roster Check this box to allow a user to Office Roster Administrator Check this box to allow a only edit roster user information They cannot modify user to manage all roster information includes deleting permissions Can Update I DX Information Check this box to allow a Can Use Li
30. o you can see where it is If you were looking for the same word but on another part of your page keep clicking the search next button 4 If you want to replace the text with something else type in what you want to replace the text with in the Replace box and then click replace or replace all Clicking on replace all will replace the word every time it appears on your page Otherwise it will just replace the highlighted word it found on your page 5 Search Replace dialogue box Using the Foreground Color Tool ER EEE 1 First highlight the words you want to change the color of and then click on the ERE EEE Foreground Color tool 2 Choose the color you want and then click on it This will apply the color you x More Colors chose to your text 3 To remove the color click on the Foreground Color tool again This time click on the x that appears at the bottom of the box This will remove the color Rev 1 56 Agent Central Max User Manual Page 13 More Colors option Web Pallete Named Colors 216 Web Safe 1 You can choose the more colors button to choose from other colors and more options A new box will appear 2 On the top of the page you will notice there are three categories Web Palette Named Colors and 216 Web Safe When the box appears you will already be in the Web Palette category 3 Here you can specify the R G B value of a specific color that you would like
31. page under Web Site Display you can choose how you want your roster to appear by choosing one of the two layouts When you are finished you can click on the Save Display Settings button at the bottom of the page Agent Central Max User Manual Page 23 Lead Notification Settings Here you can choose where you want each website lead notification to be sent On multi tiered lead management these settings will affect how the administrator is notified The administrator in turn can then notify the agent via email cell phone alert or both Alerting of agents is explained in the roster setup section of this manual On single user lead management this will effect how the agent will be notified When a lead is assigned you have the choice of emailing the lead sending a text message to a cell phone or both Listing Maintenance This selection allows you to manage all your listings Adding a listing is broken down into 3 easy steps 1 Adding the listing information and description 2 Uploading listing photos 3 Adding the listing features Add Listing Back to Menu 22 Edit Listing Information E Edit Listing Photos B Edit listing Features Edi Functions I Je Delete Preview Featured x 5G 21548754 Fairfield 214 999 active y a 2 GS 2 ene 123 123 Active Sale Pending r Ej a a p 32 321 atiwe gt E 6 qwe sea7 7as aave DRA e cue cue 23 123 123 Exa aa 32321 321 321 soa
32. ssaging to ensure you receive your leads Verizon Your nickname vtext com or 10 digitohone vtext com Area Nationwide Sprint Cingular Area Arkansas California Connecticut Delaware Idaho Illinois Kansas Maryland Massachusetts Michigan New Jersey New York Nevada Ohio Oklahoma Pennsylvania Rhode Island Texas except Houston Virginia Washington DC West Virginia Washington Wisconsin 10 digitohone mobile mycingular com Area Alabama Florida Georgia Indiana Kentucky Louisiana Mississippi North Carolina South Carolina Tennessee Houston Texas 10 digitohone mobile mycingular net T Mobile 10 digitpbhone tmomail net Area Nationwide Former AT amp T 10 digitohone mmode net Area Nationwide Rev 1 56 Agent Central Max User Manual Page 28 New Featu New Features Mew Features The New Features section is a bulletin board for updates and changes that have been 77 73 06 added to the site It was designed to provide you with the most up to date A eect improvements for your advantage It is located on the right side of the main menu Foster screen 2 10 06 Agent Photo On Manual Listings View Website The View Website option allows you to see what your website actually looks like You will be able to see exactly what the viewers of your website see with the convenience 735 Assignment of access from Agent Central Max You simply just click on View
33. sting Manager Check this box to allow a user user to edit IDX settings to add edit delete manual exclusive and sold listing data Can Use Open House Manager Check this box to allow Can Modify Lead Notifications Check this box to allow a user to add edit delete open houses a user to modify where leads are sent Site Administrator Check this box to give a user ALL permissions W pia you know If you want o a to display agents listings on roster frail bio s you need to contact your RE Advantage account manager A You can have the ability to display one of the following on each agent a l bio pages NJMLS auto listings GSMLS auto listings or listings that are entered manually e C Can Use Page Manager O Can Use META Tag Manager C Can Edit office Roster Dome ARTE C Can Update IDX Information C Can Use Open Houses Manager C Can Modify Lead Notification O Is Site Administrator Save Agent Information J 7 Agent Information Screen Agent Notification On multi user lead management This is the typical setup for offices or agent teams all leads are funneled through an administrator Once the administrator receives the lead in the global lead manager the Rev 1 56 Agent Central Max User Manual Page 22 administrator can then assign a lead to any agent The available ways each agent can be notified is how you setup each roster entry If you enter both the agents email address and SMS messaging address you
34. the current settings When you are finished click ok Paragraph Formatting 1 Here you can change the alignment word spacing line height white space indentation character spacing and text case for your text 2 Simply enter in the numbers that you want for each and then click apply to use the current settings 3 When you are finished click ok x E Color List Formatting No Border Fe 1 With this option you have the choice of selecting Shading from Numbered lists or Bulleted lists eee Pr 2 If you choose Numbered Lists pick from one of R x the options provided Then specify what number e you want the list to start with and choose a left margin from the dropdown bar When you are finished click ok Margin Pad i l 3 If you choose Bulleted Lists pick from one of the Left px Right px Left Numbered Bulleted options provided or you can specify an image URL in the space provided Choose a left margin from Top px Bottom px Top E i the dropdown bar and then click ok as eee Ez a Box Formatting Height pixels kA a Width pixels ieee i a Starting Number fi 1 If you choose Box Formatting first select the text me a Lert Margin lem that you want to put in a box and then click on i the Box Formatting tool 2 Select the border style you would like from the list provided as well as the EE Em ES thickness you wo
35. uld like Next you can select which sides of the box you would like the border to run on by clicking on one of the options in the list provided 3 You can pick the color of the border by clicking on the Pick box under the color option and you can pick the color of the shading you would like by picking on the Pick box under the shading option 4 Type in the margins you would like in the boxes provided and enter the padding you would like as well Next specify the width and height dimensions you would like in the boxes provided 5 Click apply to use the current settings and then when 7 PP y a g Current View you are finished click ok nas Contact Status Priority Created Assigned Gy Ed Requestfor more information Joe Bob New Normal 03 08 06 06 02 06 0612 06 Lead Ma nagement Dx Listing Lead testtest Mew Normal 03 2006 05 31 06 07 31 06 A F IDA Listing Lead ane Mew Normal 03 21 06 05 30 06 Lead Management in Agent Central Max is separated into 3 Duval categories Q Mew Website User IKIKIKIK Mew Mormal 0322 06 05 31 06 06 26 06 Ed Requestfor more information Pa Mew Normal 0441 06 05 30 06 C Request for more information New Normal 0411 06 05 30 06 07 12 06 Q Mortgage Form Lead so New Normal 04 13 06 05 30 06 Agent Central Max User Manual Page 16 1 The multi tiered lead management option allows you to have an administrator delegate tasks to agents within their office 2 The single tiered lead management
36. under the View Contacts option in the tool bar Editing managing a prospects information 1 Click on the View Contacts button off the lead management menu 2 Click on the info button to edit the contact information Add a Note for the Client You can do this by clicking on Add Client Contact Details Bob Smith Note at the top of the page View Contacts EDIT CONTACT INFORMATION ADDCLIENTNOTE EMAIL CONTACT E mail Your Contact View Tasks This can be done by clicking on Email haco LL Contact at the top of the page eee First Name Bob Last Name Smith o Vi ew Forms Email bob smith njaccess com Phone 000 000 0000 Underneath the contact information is a Cell Address i SS small box with four headings If the city Address 2 contact has filled out any of these forms Please Select W BestWayTo phone y on your website the information will be oante Tocat I displayed here in the appropriate box Update Contact Info 1 CMA Info This form allows you to determine a realistic price range for the contacts home 2 Relo School Info This form will provide you with information on when and where the contact is planning on moving as well as a request for information about the school district 3 Purchasing Preferences This form simply informs you of the preferences that the contact is looking for in their new home 4 Past Listing Inquiries T
37. use the tools provided to help make your page more appealing For a detailed description of the tools see the next section 4 When you are finished editing the content click on the Save button at the bottom of the page This will save the changes you made and return you to the Page Management main page S Tip Use the lessons at the end of this chapter to learn how to use the common features of the editor You can also use our online video lessons found at http lessons readvantage com The Real Estate Advantage for Agents or Offices ea Main Menu View Website Log Out Page Management Below are the currently configured pages that the customer will have the ability to edit J Friendly Name Content META Tags File Name Home Page index cfm Contact Form form_contact cfm Buyers Page buyers cfm Sellers Page sellers cfm Relocation Page relocation cfm Relocation Form relocation_form cfm Mortgage Form form_mortgage cfm Nothern Valley town nor valley cfm Version 1 0 3 Page Management Main Menu Rev 1 56 Agent Central Max User Manual Pa 9 The Real Estate Advantage 1 for Agents or Offices A aiCentralmax Main Menu Edit Page Content Home Page Edit the content that you would like to appear on this page ONM 4 RAID CIAS Ed Paragraph Font Name Size Welcome To ERA Star Realty Here you can research homes schools in the Fort Lee and even financing to make a well informed decision for you and
38. wse to search your local hard drive When you have entered the file in click on Upload The last step to click on the save changes button on the bottom of the screen PU A O The Real Estate Advantage lor Agents or Offices New Open House Comelela he form below to add a new open houaa bo your website Dents reari hrid a Open House Data mar se 2 l2007 ES Open House Star PM owls Open House End PMI Jj Tig Time ML S inbiria thn Is this open house associated with a listing on pour web siie Yes Ho z Listing Humber MLbLising System Select MLS System e a a Price 5 Du al aie coras fer PA Address E Adcrass 2 City a State Select a Sate w Propensity tena Select a Property Type Gresie Open House Open House Photo a No Photo Choose a photo Upload The photo will be uploaded when you submit this form W Did you know Open houses are sorted first by town and then by price Rev 1 56 Agent Central Max User Manual Pa 27 Cell Phone Alerts The Agent Central Max system has the ability not only to email and store leads but also send alerts via your text enabled cell phone With Text Messaging Alerts never be out of touch with your prospects again If you own a text enabled phone or pager we can send alerts directly to your phone pager as soon as a visitors fills out any form on your Agent Central Max website There are two places where we can send c
39. y Web Technologies stronaly recommends that you implement lt META gt tags that describe the content and keywords that describe your web site and its web pages META Tag Configuration Home Page The Meta Description Tag The Meta description tag allows Bergen County Real Estat you to influence the description of your page in the crawlers META Keywords that support the tag Goma Y alii hillsdale real estate river vale homes condos hilisdale property holiday farms homes for sale in river vale The Meta description tag allows you to provide additional text for crawler based search engines to index along with EA pi your body copy How does this Search Bergen County for property We specialize in the Pascack help you Well for most major Valley region Hillsdale River Vale Emerson Washington Twp crawlers it doesn t That s because most crawlers now ignore the tag But for the a X crawlers that do support them you can add supporting text here to assist the crawlers in indexing your site Save Cancel The Meta Keywords A Meta keywords tag is a brief and concise list of the most important themes of your page When you write a keywords list start by scanning the copy on your page Make a list of the most important terms on the page Then read through the list Pick the 10 or 15 terms that most accurately describe the content of the Rev 1 56 Agent Central Max User Manual Page 7 page Becaus
40. your family Visit us often because our site is updated DAILY As your real estate company we ll bring you years of experience successfully buying and selling homes We know the neighborhoods schools market conditions zoning regulations and what it takes to make the deal go through We know it takes a full time commitment anything less and you d be short changed As a full service real estate company we re able to work the market for you keeping up to date with new listings and conditions as they impact the market You can find ERA Winning Team Realty homes in Fort Lee Cliffside Park Edgewater Fairview Leonia Palisades Park Ridgefield Ridgefield Park amp all throughout Bergen County New Jersey It would be our honor to serve as your real estate advisor on your next transaction We look forward to working with you Please call to meet with us today at 201 555 5000 E Version 1 0 4 Content Editor Content Editor Icons The tool bar is full of various items to help assist you in making your page look its best Full Screen Tool When you click on this it will enlarge the page you are editing to a full screen shot To go back to the normal view just click on the tool again Preview Tool When you click on this you can preview what your page will look like You can view your page in three different sizes 640x480 800x600 or 1024x768 Search Tool Use this tool to search for specific text on your page Cut Tool
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