Logo.gif

Relocation Specialist

Web Seminar Schedule

 

 

DATE

DESCRIPTION

 

Tuesday, January 16 at 11:00 am Central

 

(noon Eastern,

9:00 am Pacific)

 

 

ReloSpec Checkup;  Less administration, More time for you   

 

               Express forms; use them!

               Enter the record, select the Action Plan, you’re done!

               AutoPilots and Responses; check them from the Main Menu

Do you have the ‘Standard Action Plans’?  (SETTINGS page)

               Do you have your Users entered, with their Email Signature?  Theme?  Etc?

               Want to enable agents read-only access to their own records?  More?

               Uploading your own forms to send as attachments; 

               Need forms library for agents?

               Referral Submit form; use it, add link to your own website

               Favorite Forms and Reports; have you selected the ones you want most?

 

Click here to register:  https://attendee.gotowebinar.com/register/8517945555629937667

 

 

Tuesday, January 16 at 1:00 pm Central

 

(2:00pm Eastern,

11:00 am Pacific)

 

 

ReloSpec Checkup;  Less administration, More time for you   

 

               Express forms; use them!

               Enter the record, select the Action Plan, you’re done!

               AutoPilots and Responses; check them from the Main Menu

Do you have the ‘Standard Action Plans’?  (SETTINGS page)

               Do you have your Users entered, with their Email Signature?  Theme?  Etc?

               Want to enable agents read-only access to their own records?  More?

               Uploading your own forms to send as attachments; 

               Need forms library for agents?

               Referral Submit form; use it, add link to your own website

               Favorite Forms and Reports; have you selected the ones you want most?

 

Click here to register:  https://attendee.gotowebinar.com/register/8855997002659405827

 

 

Thursday, January 18 at 1:00 pm Central

 

(2:00 pm Eastern,

11:00 am Pacific)

 

 

Managing Agents and the referrals you send them          

 

               Assign logins as needed (no charge)

               Agts have READ-ONLY rights; they cannot change anything

               Agts can provide updates without waiting for the AutoUpdate form

               Updates from agents come into the Responses table

               If you have Images option, agts can upload their own images

               Agents can now update their own phone, email address

               Agents can read-only Public notes in their record

               Agents can read-only Public notes in the referral records

               Can run their own Scorecard report

               Forms library (new feature needed; being considered and need feedback)

 

Click here to register:  https://attendee.gotowebinar.com/register/805386058223114243

 

 

Tuesday, January 23 at 11:00 am Central

 

(noon Eastern,

9:00 am Pacific)

 

 

Managing Agents and the referrals you send them                         

 

               Assign logins as needed (no charge)

               Agts have READ-ONLY rights; they cannot change anything

               Agts can provide updates without waiting for the AutoUpdate form

               Updates from agents come into the Responses table

               If you have Images option, agts can upload their own images

               Agents can now update their own phone, email address

               Agents can read-only Public notes in their record

               Agents can read-only Public notes in the referral records

               Can run their own Scorecard report

               Forms library (new feature needed; being considered and need feedback)

 

Click here to register:  https://attendee.gotowebinar.com/register/5467147134714312195

 

 

Thursday, January 25 at 11:00 am Central

 

(noon Eastern,

9:00 am Pacific)

 

 

HSF affiliates  (for ReloSpec users)                                                         

 

               (Thur 1/25 11:00, Tues 1/30 11:00)

               Selecting affiliates from the ‘Lookup HSF Affiliates’ page

                              (Contact & Firm name must be blank)

               Updating your own HSF Contacts

               Add your web address

               Add a photo to your file

               Track ALL your referral records

               Using the Express forms

               SENDing referrals

               RECEIVE-ing referrals

 

Click here to register:  https://attendee.gotowebinar.com/register/1302190491629082371

 

 

Tuesday, January 30 at 11:00 am Central

 

(noon Eastern,

9:00 am Pacific)

 

 

HSF affiliates  (for ReloSpec users)                                                         

 

               Selecting affiliates from the ‘Lookup HSF Affiliates’ page

                              (Contact & Firm name must be blank)

               Updating your own HSF Contacts

               Add your web address

               Add a photo to your file

               Track ALL your referral records

               Using the Express forms

               SENDing referrals

               RECEIVE-ing referrals

 

Click here to register:  https://attendee.gotowebinar.com/register/1722515095230192387

 

 

Thursday, January 25 at 1:00 pm Central

 

(2:00 pm Eastern,

11:00 am Pacific)

 

 

HSF affiliates (non-ReloSpec users)

 

               Why does HSF Affiliates use ReloSpec?

Track all outgoing B2B between affiliates

Automatic daily updates of ‘Lookup HSF Affiliate’ page

Over 200 affiliates use ReloSpec

Why should you use ReloSpec?

                              Track ALL your referral records in one place

                              Send/Receive referrals from other ReloSpec users

                              Reduce admin functions with automatic features

                              Truly manage referrals (know status, etc.)

                              Automatic update requests sent to agents

 

Click here to register:  https://attendee.gotowebinar.com/register/4167290194706426627

 

 

Tuesday, January 30 at 1:00 pm Central

 

(2:00 pm Eastern,

11:00 am Pacific)

 

 

HSF affiliates (non-ReloSpec users)          

 

               Why does HSF Affiliates use ReloSpec?

Track all outgoing B2B between affiliates

Automatic daily updates of ‘Lookup HSF Affiliate’ page

Over 200 affiliates use ReloSpec

Why should you use ReloSpec?

                              Track ALL your referral records in one place

                              Send/Receive referrals from other ReloSpec users

                              Reduce admin functions with automatic features

                              Truly manage referrals (know status, etc.)

                              Automatic update requests sent to agents

 

Click here to register:  https://attendee.gotowebinar.com/register/255840251056096515