eEdge: What do I do Now?
Contents
1. Name Maureen Legac Team Current Photo Search MLS Office Phone 941 556 0500 Creata Marketing Cell Phone 941 773 0668 Website Login mlegac Email aci e Vision Email mlegac sarasotakw com Performance Evaluator External Email mlegac tampabay rr com Website mlegac sarasotakw com Password POPE Agent MLS ID 266509054 My Florida Additional Info Many communities are found in Sarasota and Manatee Counties including the cities of Sarasota Bradenton Ellenton You will then update all sections under the Admin portion of your site Under WEBSITE please ensure e Your office information is correct e Your time zone is set correctly e Your profile is added name bio awards etc e Your MLS ID is added this is how your listings are associated with you e Main text on your site is updated e Sell text is updated appears on Sell page e Your banners and logos are updated e Alerts are added this is how you are notified that you have leads e Communities Served are added Keller Williams Maureen Legac eEdge What do I do now 2 28 11 C Under EMAIL please ensure e Listing alert campaign messages are updated these are sent at various times to prospects NOT set up to receive listing alerts e Your email signature is as you want it Now you are set up so how does it work Leads come from a variety of sources You will receive leads from your eAgentC website your eEdge website and from all the locations where KWLS sy2. kw com media shared mykw docs eedgequickstartguide pdf Keller Williams Maureen Legac eEdge What do I do now 2 28 11 ae eEdge Setup Your eEdge website is not a full functioning website There is very little you can do to customize your site Your Keller Williams eAgentC site is still your best customizable website Your eEdge site is a Lead Capture source To ensure your leads are directed to you setup your eEdge account remember KW is a My Listings My Leads company but you have to tell eEdge how to identify that the listings are yours To do this click on the My Contacts link on your dashboard You will be directed to the Market Leader portion of eEdge where you will see Admin on the left side of the page Click the Admin link HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS ed myEmail myContacts powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out my myLeads g myMarketing myTransactions myContacts v Help and Support You are currently Available v realtygenerator tyg 4 Admin Dashboard My Inbox Website z z Email Performance Evaluator Messages Webmail 0 m i Soll Profile Info Review and Edit Your Personal Contact Information Canmacec Search Widget You can edit your personal contact information that appears on your website View your website i i Alerts Market My Listings
3. of your Contacts Create Marketing e Lead Leads who ve just registered you have not responded to them yet e Retry Contacts you re trying to engage e Active Contacts who are just looking but are interactive e Inactive Contacts who are not currently looking to buy e Hot Contacts who are ready to buy sell now e Sold Contacts you have just closed e Trash Contacts who wish to be unsubscribed there is no delete option This is an overview of the Contact Management system We will have a more in depth class on the contact manager on March 14 Keller Williams Maureen Legac eEdge What do I do now 2 28 11 Ee gt Email When you activated the eEdge system you were provided with a new kwrealty com email address This email address is integrated into eEdge so all correspondences sent to this address or from this address will be saved and filed with the contact s record On your dashboard click on My Email to display all new email messages If you received email from any potential prospects NOT registered in your system they will appear in the Webmail section of your email link to found on the upper left side of the page Search myKW gt mv HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS v myLeads z myMarketing myTransactions myContacts myEmail pana 5 myEmail powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewo
4. s eos acana ssas basca co eeissad Laa anani il ni aand a aiinan As soon as a lead registers they are sent a welcome message from the system with your email signature This buys you a little time to respond As soon as you can get back to the dashboard 1 Click on the lead name to respond 2 This will open the lead file where you will find instructions at the top of the page below the leads name 3 Click on the ICW link at the end of the first paragraph This will open the Initial Contact Wizard and assist you in responding to leads The ICW is what sets the Performance Evaluator sets your score Keller Williams Maureen Legac eEdge What do I do now 2 28 11 a my gt myContacts powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out You are currently Available v Help and Support realtygenerator 2 New User Back to List Dashboard _ My Inbox New is looking for a 116 900 Single Family with at least 4 beds and 2 baths in LAKEWOOD RANCH Messages Webmail 0 This is a new contact from your website Reminders Use the Initial Contact Wizard ICW to walk you through communicating with this new contact According to NAR there is a 72 success rate of turning a web contact into a client if live contact is made within the first hour after the contact s visit After 4 hours the chance drops to 29 Open the ICW Market My Listings Search MLS rts 1 Sav
5. this email It will automatically be pulled from your email signature section of the system setup 6 You MUST change the status of this lead as soon as you respond to it the system will automatically set the lead to Retry after you send an email This will removed the lead from your dashboard and file it in a folder assigned to that lead It will also remove the lead from the Administrator s dashboard so the girls in the office that administer this system will know you responded You will also be asked to set a reminder for this lead so you will remember when to initiate the next contact Initial Contact Wizard Initial Contact Email was sent to New New s status was set to Retry om Please choose how many days in the future you want to be reminded to recontact New 1Day Add Reminder Importing Contacts Before you import all of your leads to the eEdge database try to clean up your existing database Also continue using your current Contact Management System until you become familiar with and are comfortable with the eEdge Contact Management System You can import up to 500 contacts a day In April a new upload system will be in place to help with the transition between your old Contact Manager and the eEdge Contact Manager For now it is best to upload the contacts by group using the group category name Keller Williams Maureen Legac eEdge What do I do now 2 28 11 a 1 First export your
6. GY RESOURCES EVENTS my Sa myMarketing v myTransactions a myContacts ed myEmail Profile Design Center Back to myContacts Home T Portfolio T Design Gallery 3 Support Guided Tour Home Welcome Maureen Legac Quick Start Click here to get started Create a new Subject Folder Project or select a Design to customize for your use MyMarketing enables you to quickly and easily create high end marketing pieces using a library of templates and by automating data transfer Create New Project from myContacts and your MLS or KWLS Projects can be a ay A Kw Automated Market Leader Pro Features e Flyer la A Marketing Campaigns e Postcard g 2 gt yers r z 2 r y Presentation A 12 Direct 8x8 for Buyers ry Deluxe Listing packages Pro Only e Campaign n 8x8 for Sellers 33 Touch d Deluxe library of professionally designed and i visually coordinated brochures flyers and Create New Subject Folder postcards to make any listing look premier Subject Folders hold related Projects Subjects can be for Personal Promotion Company Promotion Listings Products Invitations Thank You cards there are no limits to your creative possibilities Presentations Pre listing Listing Buyer Consultations Virtual Tour Suite Pro Only Create an impressive virtual tour in minutes by selecting a polished template and adding text Postcards photos and music 12 Direct Just Listed Just Sold a eMarketing Su
7. OR Magazine is now j L seeking entries for its 12th annual Good Neighbor Quick Links Awards Five Good Neighbors will be selected to each wm meee REN AAA menak Ca bh aio ow ee eh ei wb All sections of eEdge are integrated so when you access your Marketing tools the information is populated from My Contacts Wherever you are in the eEdge system the control panel toolbar will appear at the top of the page For those familiar with Market Leader the Help and Support option has been moved to the upper right side of the page Keller Williams Maureen Legac eEdge What do I do now 2 28 11 C REPORTS Search myKW gt HOME EDUCATION SOT NS ie MARKETING TECHNOLOGY RESOURCES EVENTS a myContacts myEmail my myLeads myMarketing v myTransactions myLeads powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out You are currently Available v Help and Support realtygenerator MAN Dashboard Performance My Inbox New Leads 0 View all Contacts Last 30 Days Messages Contacts that are still in the lead category and need action Webmail 0 Contact Looking In Avg Price View Save Created Activity Status Actions Reminders Contacts No records returned Market My Listings Search MLS a asian E E Create Marketing E g mY Admin E Website Display Fewer Display More Email You ve Received 4 New Performance Contacts in t
8. Support realtygenerator A PER Initial Contact Wizard x Back to List My Inbox Subject Properties in LAKEWOOD RANCH R From Maureen Legac Market My Listings Hello Search MLS as Send Listings Create Marketing You recently signed up at my Web site http mlegac sarasotakw com ts emicw Admin I wanted to touch base and let you know that there is a real human being behind this Web site Start Start myTransaction MU E I have compiled a list of homes that might interest you Please let me know if they suit your needs or if I can find you something different 5 Go to Campaigns Send Ema P Transfe Print os Send to Lender Export V Card Cancel M Change prospect status to Retry after sending email ees TE 4 NCSC eico Email New is looking for a 116 900 Single Family with at least 4 beds and 2 baths in LAKEWOOD RANCH Stop System E ails Recommended Listings 0 i These are the listings the system recommends based on the searches this prospect has performed on the site PYS a i ilen ann o iat mnm mpi m a OO O DO ee ee v urrent Reminders ti i gt Lye Lender Eligible for System Emails Selling Home Listing Addresses Keller Williams Maureen Legac eEdge What do I do now 2 28 11 5 If the lead did not supply a phone number but did supply an email address you will be prompted to send an email to this lead You DO NOT have to include your signature and contact information in
9. contacts into a csv file This process varies by system so consult the user manual for your current Contact Management system or contact that support team for help 2 Open your csv file using Excel and make sure the contact information is in separate columns in the following format and order from left to right First Name Last Name Home Phone Work Phone Cell Phone Address 1 City 1 State 1 Zip 1 Address 2 City 2 State 2 Zip 2 Address 3 City 3 State 3 Zip 3 Email address 1 Email address 2 Email address 3 Password cm yrapos3g RTT sa span oe Note Be sure all contacts have all of these columns in your spreadsheet even if they do not have data in them Contacts MUST have a First Name Last Name and email address in order to be imported as a contact 3 Be sure to delete the row with the header names only import the actual contact information 4 Click on Import Export on the upper right side of your My Contacts dashboard 5 When possible assign a group to the contacts this is why we recommend that you import by group 6 Change the status from Lead to Inactive so that all of the imports do NOT end up on your dashboard and the system dashboard 7 If you would like to send a Welcome message check the box DO NOT CHECK THE BOX IF YOU ARE UPLOADING MORE THAN 100 LEADS Your email address will be flagged as a spam provider You can send individual welcome emails at a later time 8 C
10. don RE New homes for Sale 10 4 10 1 22 PM Website Eee eT aes Saar a a pea aS ea KJ Email Nikki Gordon RE New homes for Sale 10 4 10 3 02 PM 4 ip Performance Evaluator Nikki Gordon RE New homes for Sale 10 4 10 3 48 PM ma i 1 Click on the My Marketing link on your dashboard 2 Click on Market Me 3 Click on Create Marketing TECHNOLOGY RESOURCES EVENTS my myleads Sy myMarketing v myTransactions a myContacts myEmail MYLEACS poweres by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Loa Out You are currently Available o v Help and Support realtygenerator why Dashboard gt anc Dashboard Performance My Inbox New Leads 0 View all Contacts Last 30 Days Moce Contacts that are st nthe lead category and need action 390eS Webmail 0 Contact Looking In Avg Price View Save Created Activity Status Actions Reminders Contacts No records returned Market My Listings Search MLS T Create Marketing E a Admin g Website Display Fewer Display More cr il p m n You ve Received 4 New Performance Contacts in the Last 30 Days Evaluator New messages 0 View all 4 Click on Profile Keller Williams Maureen Legac eEdge What do I do now 2 28 11 OME HOME Search myKW yo myMarketing powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out EDUCATION COACHING MARKETING TECHNOLO
11. eEdge What do do Now What is eEdge It is a lead to close business solution offered only to KW agents It contains lead management and routing contact manager marketing and paperless transaction system It allows you to sign on in one place www mykw kw com and access kw com the intranet and Market Leader When you sign into www mykw kw com you will see the eEdge control panel This includes e My Leads notifies you of any new leads e My Marketing notifies you to take action on any new listings e My Transactions notifies you of any action required on contracts rolls out in May e My Contacts e My Email e On the left side of the page below your picture you will see MC 373 Web Office HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS Welcome Maureen Legac Market Center Sarasota Lakewood Ranch MC 373 tog Out Maureen Legac myControiPanel Market Center Sarasota Lakewood Ranch MC 373 v myBusiness Profile Completeness 100 cr myLeads myMarketing ransactions 0 New Lead i 1 New Listings Coming Soon up wii P show options Check Availability Edit My Profile I il Activity Cap Infi myContacts myEmai View Contacts 0 eEdge Messages Add New Contacts KW Email Ags Agent Referral Search Featured Vendors My Communities Distressed Properties KW Commercial Aorere rar ARCHIVES b MC Tech Coordinator MC 373 Web Office x Are you a good neighbor REALT
12. ed 0 Viewed 1 History Create Marketing Admin Name New User Q on Website Email 1 newuser qmail com Primary myTransaction Email S Ae Go to Campaigns Performance eSignature newuser gmail com i Evaluator Email va Send Email Address Transfer Print Status a Lead x Send to Lender Timeframe Now Moving From Bradenton FL Export V Card a a Created 2 28 11 10 06 AM Looking In LAKEWOOD RANCH GS eon Welcome Source Offline Marketing Has Agent No La Stop System Emails Last Action 2 28 11 10 07 AM Has Requested Yes Pre approval Eligible for Yes Current Reminders Alerts Has Mortgage No Lender Eligible for Yes 3 3 11 System Emails Selling Home No New User has just setup a listing alert We Listing On recommend you review Addresses their listing alert criteria to ensure they are Edit reasonable for the area Source System 0O 8 4 Ifthe lead provided a phone number the system will display the phone number and scripts to use when phoning the lead There is also a list of outcomes from the call that you can select which sets up the next step in the lead action plan REPORTS HELP Search my KW n HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS my J myLeads g myMarketing W myTransactions iaj myContacts Ead myEmail myContacts poweredby market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out Available v Help and
13. he Last 30 Days Evaluator New messages 0 View all These are emails you have received from contacts that need action j Contact Message Date v Actions No records returned a z ee 02 27 Display Fewer Display More Upcoming Reminders 4 Add a new reminder View all Contact Reminder Due Date Type Actions To be successful with your eEdge system you should be completing these actions daily 1 Login to eEdge at least twice a day morning and evening 2 When you see a new lead respond and UPDATE THEIR STATUS this moves the lead off the dashboard and files it under that lead name where you can find it when you return to eEdge 3 Reply to new email from prospects file the email so it moves to the prospect file a Mail from prospects that are registered b Mail from potential prospects that are not registered webmail 4 Take action on all current reminders and set future reminders 5 Prepare marketing material for new listings or listing appointments 6 Once launched in May check and address notifications under My Transactions Activating eEdge If you are not in Market Center 373 or are a new agent you may have to go through the eEdge setup Please refer to page 12 of the Quick Start Guide at http images kw com media shared mykw docs eedgequickstartguide pdf If you are a member of a team and want to setup your eEdge account for your team please refer to page 16 of the Quick Start Guide at http images
14. hoose your cvs file and click Import Keller Williams Maureen Legac eEdge What do I do now 2 28 11 a 9 You will get a message showing how many records were imported and how many were not 10 If not imported the system will tell you a The csv file did not include all the proper information b The information was not in the proper order c The header row was not deleted Adding Contacts If you would like to add individual contacts not a full import from another contact manager then click the Add Contact from the My Contacts dashboard HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS myEmail myContacts powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out my myLeads myMarketing mytTransactions myContacts u wv Help and Support You are currently Available realtygenerator 2 Contacts Advanced Dashboard My Inbox Seller s Market Report Add a Contact Manage Groups Import Messages 4 Recent Activity RSS Webmail 0 Reminders m Select options Contacts 39 Status All Ly Groups 4 Market My Listings y 9 Contact Looking In Avg Price View Save Created Activity v Time Frame Status Actions Search MLS T New User LAKEWOOD 116 900 1 0 2 28 11 28 11 Now Retry w xg S Q RANCH 10 07 AM Fill out the required information and select a contact status The following statuses are recommended for all
15. in your inbox require action Check tt rt ti gt area re gui arly t make surd that you are respor ing tc ontact n js timely manner After Go to Webmail 0 t so that the inbox contains only those items that still require your attention Reminders Contacts Last 25 filed Market My Listings Search MLS Contact Message Date Actions Create Marketing Nikki Gordon ayes 10 4 10 12 59 PM Fed SENS NOM SS OT nase lt Admin Keller Williams Maureen Legac eEdge What do I do now 2 28 11 Eo HOME EDUCATION SOT NS ie MARKETING TECHNOLOGY EVENTS myLeads myEmail Powered by market leader my menea jons Pi myContacts myEmail Market Me Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out Market My Listings Manage KWLS You are currently Available v Help and Support realtygenerator Manage eEdge Website Inbox Manage eAgentC Website Dashboard My Inbox Messages 0 Reminders Messages Webmail 0 Reminders Contacts Messages in your inbox require action Check this area regularly to make sure that you are responding to contacts in a timely manner After Go to Webmail 0 you respond to a message file it so that the inbox contains only those items that still require your attention Last 25 filed Market My Listings Search MLS Contact Message Date Actions Create Marketing Nikki Gordon RE New homes for Sale 10 4 10 12 59 PM 4 Admin Nikki Gor
16. ite Pro Only paj eNewsletters and eCards to keep your contacts Flyers go thinking of you cost effectively Property Flyers Open House Flyers Custom Campaigns Pro Only MSCONE aA a Create your own campaigns with the events simpalii emails direct mail personal calls etc and 5 Click to upload your logo or select a preloaded logo 6 Click to upload your photo Search myKW gt myMarketing Powered y market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out Back to myContacts EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS my myLeads myMarketing v myTransactions ia myContacts ed myEmail Profile Design Center Overview ContactInfo Office Info Logo Photo Postal Indicia Preferences Maureen Legac Profile Overview Account ID 11421 Contact Information Email View the information people use to contact you mlegac SARASOTAKW COM Office Information Company View your office name address etc Keller Williams Sarasota Lakewood Logo Address Upload or change your company logo 6710 Professional Parkway 301 Sarasota FL 34240 Photo Upload or change your personal photo Phone 941 556 0500 Office TA 941 773 0668 Cell Postal Indicia Upload or change your postal indicia Expires Never Preferences Customize your experience in the Marketing Center Hosting 0 KB 500 MB The Marketing sec
17. ndicates your listings All leads will be routed to your eEdge database and will appear on your dashboard You will be notified of leads through the eEdge dashboard and via the methods set up in your listing alert section of your eEdge system To access the leads click on the My Leads section of the dashboard You will be routed to the Leads Control Panel for those using the Market Leader system this will be familiar BUT the lead status will be Lead and no longer New HOME EDUCATION COACHING MARKETING TECHNOLOGY RESOURCES EVENTS A myEmail myLeads powered by market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out my myLeads myMarketing v myTransactions n myContacts You are currently Available v Help and Support realtygenerator MAN Dashboard My Inbox New Leads 1 View all Contacts Last 30 Days Contacts that are still in the lead category and need action Performance Messages Webmail 0 Contact Looking In Avg Price View Save Created Activity Status Actions Reminders Contacts New User LAKEWOOD 116 900 1 0 2 28 11 2 28 11 Lead w 4 P e 3 RANCH 10 07 AM Market My Listings is E Search MLS a Hl Advert Create Marketing W Koller w gt E Market ider Admin il Marketing Website Display Fewer Display More Email You ve Received 4 New Performance Contacts in the Last 30 Days Evaluator New messages 0 View all Thee
18. od Ranch MC 373 Log Out You are currently Available v Help and Support realtygenerator KA Inbox Dashboard My Inbox Messages 0 Reminders gt Messages Webmail 0 Messages in your inbox require action Check this area regularly to make sure that you are responding to contacts in a timely manner After Go to Webmail 0 Reminders you respond to a message file it so that the inbox contains only those items that still require your attention Contacts p Last 25 filed Market My Listings Search MLS Contact Message Date Actions Create Marketing Nikki Gordon RE New homes for Sale 10 4 10 12 59 PM x fad Admin Nikki Gordon RE New homes for Sale 10 4 10 1 22 PM fad Website B Email Nikki Gordon RE New homes for Sale 10 4 10 3 02 PM vi gt Performance Evaluator Nikki Gordon RE New homes for Sale 10 4 10 3 48 PM va i When replying to email you can type a message or select a template in the drop down box Marketing Before you get started in My Marketing you ll need to upload your photo and logo so that your My Marketing materials are pre populated with these images mv OME COACHING MARKETING TECHNOLOGY RESOURCES myContacts MYEMAIL poweres ny market leader Welcome Maureen Legac in Market Center Sarasota Lakewood Ranch MC 373 Log Out tly Available v Help and Support realtygenerator Ye Inbox Dashboard sentan Messages 0 Me b Mess ges Messages
19. tion has preloaded campaigns 8x8 33 Touch and 12 Direct There are listing packages prelisting packages and buyer packages We will have a more in depth class on the Marketing segment on March 21 Keller Williams Maureen Legac eEdge What do I do now 2 28 11
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