LeadRouter LeadRouter 3.0 Agent 3.0 Agent
Contents
1. Action plans consist of a series of tasks emails and activities that will appear in the users LeadRouter calendar Tasks can occur on absolute dates i e January 12 or relative dates based upon the completion of a previous task i e 2 days after the last activity Tasks can be reminders to make a call send a follow up letter mail an item etc as well as automated features such as drip emails Action Plan Tasks Calendar Event Automated E Mail Local Print Setup gt Action Plan Setup gt Action Plan Setup gt Action Plan Settings gt Action Plan Settings gt Action Plan settings gt Action Plan Local Print Components Auto Emails Action plans could be created for e Short Term Follow Up Plan 30 days e Medium Term Follow Up Plan 90 days e Long Term Incubation Plan 6 12 months e Simple Annual Occurrence Birthday Purchase Anniversary etc e Calendar Monthly Contact Plan Annually e Customer for Life Plan Multi Year e Relocation Plan e Vacation Investor Plan Action Plans Action plans are automated follow up event plans to keep in touch with leads Plans can be created by your brand company and agents Permission levels are assigned by the creator For example agents can use plans created by company or brand but cannot edit those plans Agents can create and edit their own plans entirely Example of an Action Plan Day 1 eDay 5 eDay 10 eDay 15 eDay 20 eDay 25 eDay 302. once the action task is completed Using the Local Print Filter jobs can be filtered so that all print jobs due forthe various media types can be run in batches Mailing Address 1 Mailing Address 2 Main Creating Action Plans An action plan is a series of Components that can be assigned to a lead at once Users can create unlimited action plans and each plan can have an unlimited number of components in it Calendar Action Events Plan Add Edit Action Plans To Create an Action Plan 1 Select Setup gt gt Action Plan Settings gt gt Action Plans 2 Name your Plan 3 Allow Copying is selected by default see pg 4 Select Active 5 Click Add Created Action Plans are stored and easily accessible Keep track of assigned Action Plans by using your Action Plan Activity window under the Leads Menu To Add Edit Action Plan Components Events Add Edit Action Plan Events 1 Select Action Plan from the list C 2 Any Components previously created will Component lseecvabe O O OOOO OM be included in the Component drop down nt Timing After Prior Event Date list After Start Date 3 Each time you add an event component it Purchase Anniversary will be available for use in future plans ne 4 Select Component from the drop down nere 5 Add Event Timing 6 If you select After Prior Event Date or After Start Date you MUST enter the Days After number This sets the specific ti
3. Email 1 Thanks for contacting me Email 2 Let me know how can help Activity 1 Follow up call in calendar Email 3 Visit our Website Activity 2 Send a e card or mailing item Email 4 Ready to Assist You Activity 3 Follow up call in calendar Once a user applies an action plan to a prospect some or all of the following can occur e The LeadRouter system automatically sends emails to the prospect e Activities appear in the user s Calendar Some things to remember about the incubation tools e Completing an item in the action plan does NOT update the lead Users must still update the status of the lead according to the follow up intervals set by their broker e Some leads may have action plans applied to them automatically by the company administrator or broker This frequently occurs once a lead has been returned to the broker as dead or bogus Action Plans To create a plan you must first create your components There are 3 types of Action Plan tasks Automated Emails Calendar Events and Local Print tasks Auto Email messages can be automatically sent by the system To create an Auto Email Email template must be created Auto email is then attached to a plan Action plans may have one or multiple Auto Email components Step 1 Create Auto Email Template 1 Go to Setup gt gt Action Plan Settings gt gt Action Plan Auto Emails 2 Create a name for the template ex Thank
4. You for contacting me or Still thinking of Real Estate Emails 3 Allow Copying is selected by default see page 4 Type in the Subject line 5 Type email message 6 Merge fields can be used to include data from the lead Click and drag the merge field on the left onto your template The field will then be inserted in body of email message 6 Click Add Once the Auto Email message is created it is automatically added onto your list of components The component is what is later added into an action plan Signature is created in My Profile page Setup gt My Profile Step 2 Edit Auto Email Component 1 an a DD Do Go to Setup gt gt Action Plan Settings gt gt Action Plan Components Name the component usually same as email Check Active Select Task type for this component Automated Email Select the email template from drop down list Select Add to save any changes Action Plan Components Automated Calendar Local Print Email Event Add Edit Action Plan Auto Emails Allow Copying Subject Email Msg Drag the merge field that z you would like placed in Z the document For instruction on HTML Editor see pgs 12 13 Add images onto your signature easily For more information see page 9 Add Edit Action Plan Components Calendar Event Automated Email Local Print External Email templates created will be s
5. more look forward to Calendar After Prior working with you Thank you Event Date James Dalfino consumer 6 Checkbox to assign lead 7 Click Proceed Users may assign multiple action plans to a lead An error message will appear if required data in specific fields are missing You have attempted to assign an action plan which To view progress of an Action Plan click its Sheene ae P add the I name in the lead s tab gn en tab Then return to this Action Plans tab to reselect the desired action plan For Auto Emails ee ER scans R List of Action Plan Events Sji a rate nen mom jee x New tab in Lead View for Additional Prospect Information As noted some automatic activities require specific information in order to be processed and completed especially key dates Users can update this information using the Additional Information tab on each lead Contact Add tional History Action Original Lead DNC Printer Information Information Plans Lead Emails Sentry Friendly PDF Add or edit additional contact Add Edit Lead Additional Information information on this screen and click 35 Osgood Street SUBMIT Le SAUS zn Fireti Birthday First Birthday Home Purchase Anniversary 202008 Contact Preference Unknown Phone Email Mail LeadRouter Image Gallery Setup gt Action Plan Settings gt Action Plan Image Gallery Users can upload and store images t
6. LeadRouter 3 0 Agent Incubation Tools Guide LeadRouter Incubation Tools Agent Guide v3 6 2009 LeadRouter Incubation Tools Overview Action Plans Create Component Automated Email Action Plans Create Component Calendar Event Action Plans Create Component Local Print Creating Action Plans Name Add Edit Plan Components Assigning Action Plan to Lead Additional Prospect Information Image Galler ing New Action Status Allow Copying Function HTML Editor LeadRouter Incubation Tools Your LeadRouter account includes automated tools to help you create a systematic approach to incubate your leads LeadRouter lets agents company administrators and your brand create action plans that can drip market to prospects over any period of time Action plans are customizable at the company office and agent level depending on business rules Each user can access their personal plans as well as any global brand company and office level templates Action plans can then be applied to any lead within the user s account Activity 2 Send Item Use the LeadRouter incubation tools to create a consistent process for communicating with leads as well as reducing the number of leads that are abandoned too early LeadRouter incubation tools enable users to create follow up plans for short and long term leads maintain existing customer relationships and past closed clients to generate referrals and repeat business
7. ans Once the action plan is appended the Allo Sted Calendar mailing is sent to the Local Print Queue for printing Email Event Local Print To Create a Local Print document 1 Select Setup gt gt Action Plan Settings gt gt Action Plan Local Print Name the Local Print task Allow Copying is selected by default see page Choose the Media Type defined by your company Create document in editor merge fields and image gallery functions are optional Click Add to create os Hy Local Print Filter BE Print Decements bor u Na 7 ali records in the CCR Print Mailing Labels for all records in the ice Name FromWhom C user Minder Scrubber Office Company ee Pee Clear Filter The user selects from one of 5 choices to indicate what print media should be loaded into the printer prior to sending the documents to the printer The Media Type choices are Plain Paper Media A Media B Media C and Media D media type defined by your company For example Media A might be the company letterhead while Media B might refer to a just listed flyer form Add Edit Action Plan Local Print Once the Local Print document is created and added to a plan it will be sent over to the Local Print Drag the merge field that z 5 a Se E g g a 2 z AE RIE AE Fi Mailing Address 1 Mailing Address 2 REALOGY 43 atout 2 0 Queue Today gt Local Print Queue
8. aved and can be used in other Action Plans Calendar Events Component Action Plan Calendar events are activities that are automatically Components added to the user s calendar in LeadRouter Automated Calendar Local Print Email Event Add Edit Action Plan Components To Create a Calendar Event select Setup gt gt Action Plan Settings gt gt Action Plan Components Select Task Type Calendar Event Name the Calendar Event Allow Copying is selected by default see page Enter in an event description optional Check Email Reminder to receive email that the event is scheduled Email Reminder Click Add PAR e The calendar event is automatically added to the Internal LeadRouter Calendar on the home page The event must be marked as Completed or it will continue to move forward in the LeadRouter Calendar Special Feature If users would like to link calendar events to an external calendar they must identify the email address the type of calendar in their My Profile page located under the Setup menu as seen below Calendar Notices Calendar Email Notices sammy stonewall com Calendar Notice Type C None vCalendar Outlook Others iCalendar Gmail Others Local Print Component Action Plan Local Print documents allow users to create mailings Components i e letters mailing labels newsletters flyers in an HTML editor similar to the email editor and add them to action pl
9. he data copied to the clipboard with or without formatting Ee Paste content copied from Microsoft Word or similar applications Print the current document REI v Spell check the text in the document kE u s Undo or redo the most recent action taken Fa Find a word or phrase within the document A E Find and replace a word or phrase within the document Select the entire text in the document B 7 Dar Applies bold italic underscore or strikethreugh formatting to the highlighted text X x Superscript or subscript the highlighted text i Creates numbered or bulleted lists Wt Ml Hi Increase or decrease the text indentation 13 Format a block of text to identify quotations Sets the text alignment left centered right or justified B Converts or removes the text in hyperlinks It may also by used to manage file uploads and links to files on the web server Font Size ae You may use the drop down boxes to set the font and its size jy Changes the color of the text A Changes the background color of the text ET Creates a table with the defined number of columns and rows T fi I Inserts a divider line horizontal rule aM Inserts symbols amp special characters accented characters trademark currency symbol etc sl _ Inserts a printing page break Only impacts printed version P amp shows where the block elements boundaries
10. in the text Source View or edit the document source code for advanced users 14 1 Setup Instructions for LeadRouter Mobile a Click on the My Mobile LeadRouter Profile link You will be directed to your My Mobile Detail b Select a 4 digit PIN Number e g 1234 or last 4 digits of cell phone number c Enter Device Make and Model e g Blackberry amp 703e d Enter Carrier e g Verizon then click Update My Mobile Detail Cell 5554447212 PIN 2 Device Please Select a Device Call Helpdesk if not listed Carrier Please Select a Carrier Call Helpdesk if not listed M Once you have completed setup below are the instructions on how to access LeadRouter Mobile from your mobile device 2 Login Instructions to Accessing LeadRouter Mobile a Open a web internet browser on your mobile device Refer to your user manual for your mobile device on accessing web internet browser b Enter the following URL in the address bar http m leadrouter com You will be directed to the LeadRouter Mobile Login Screen c Enter Cell Phone Number digits only e g 2012345678 and 4 Digit PIN Number then select Login Go to Bookmark Page en By Checking on Bookmark m leadrouter com will be added and saved to your bookmarks favorites on your mobile device Please note Blackberry Mobile devices might need configuration for the best optimization for viewing Refer to the Online He
11. lp for configuration instructions
12. ming for the events to trigger 7 Select Add 8 Repeat process for the events you wish to C Purchase Anniversary include in your Action Plan series Client data Birthday Client data Birthday Certain event components require data Specific Date tnmdd to be entered under the Additional Prospect Information tab see page 9 Assigning Action Plan to a Lead Once you have created Action Plans or using your company Brand provided plans you can apply the plan to leads from your My Leads table Select a lead and apply an action plan by following these steps 1 Leads gt gt MyLeads 2 Click on Lead Name 3 Scroll down to Leadview Tabs Additional History Action Original Lead Printer Information Plans Lead Emails Friendly PDF 4 Select Action Plans tab 5 Click on Action Plan to assign select the to preview plan List of Action Plans Sarat ee 90 Day Prospecting List of Action Plan Events View Action Plan Auto Emails ma Records 3 Name Hew Home Buyer Email Automated Email Task Type Event Timing Specific Date mma AD Auto Email Specific D MORE jai Thank you for being a first i tine home buyer N Email Mag Dear first1 and first2 My company loves working with first time home buyers We Auto Email have a great resource Date department to help assist with mortage information EL insurance home decorating and
13. o be used in signature and e mails 1 Select Browse to search for image 2 Select Upload File Browse Once uploaded image will appear To remove unwanted image select the Delete button Add Edit Action Plan Image Gallery REALOGY GEN LeadRouter 2 0 pto mais Cure Uno U Local Prnt Curenty beng 10 Lead Scoring Lead Scoring allows for quick assessment of a customers potential status Select Ready Willing Able Use categories to score or prioritize the lead based on your estimate of their current cycle of real estate interest Time Frame Update the lead s time frame for a real estate transaction This will help create chronological pipelines of prospects Updating Lead New Action Status Currently selecting Incubating in the Action list moves the lead to the Incubating table Users continue to maintain and update leads on a periodic cycle Users are now permitted to move the lead back to Active status once the prospect has entered a more active stage of business ie appointments contracts etc Once a lead is moved back to Active the user continues to update the lead using the various Active types Select Value Ready L willing 7 Able 2 4 Months Report Submit 2 due by Tuesday January 20 2009 Select Value Select Value Active Agency Agreement Active Appointment Active Attempted Contact Active Customer Contact Active Sale
14. s Contract Bogus Lead Bad Contact Info Change Status to Active Closed Transaction Dead Requested DNC Dead Unable to Convert Incubating Maintain Contact Reassign Direct to Other User Return Lead to Broker Test Training Lead 11 Allow Copying e Allow Copying provides the ability for users at all levels to copy permitted action plans and all underlying components auto emails and local print documents Only items identified by their owners with an Allow Copying checkmark are available for copying e An action plan that is marked by its owner to Allow Copying will copy all of the underlying items regardless of the copy rights for those individual items e The add edit dialog for all action plans components auto emails local print and external post items has been modified to show an Allow Copying checkbox By default this is checked If selected that item is available for copying by other users The dialog box for Action Plans is shown below the Components Auto Emails and Local Print have a similar enhancement List of Action Plans Once copying is allowed by owner a user selects copy and the copied item is added A timestamp is then displayed to distinguish the original from the copy 12 HTML Editor h Source my Maximizes the editor size inside the browser Cut the highlighted text to the clipboard Copy the highlighted text to the clipboard i Qi Paste t
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