Proposed Agenda for ‘Live’ Seminars
To be held in Las Vegas (Feb 25, 2013) and Phoenix (Feb 26, 2013)
Morning Session
Welcome & Introduction
Latest features for ReloSpec, and how to use them
Utility Settings page
Updating User Settings
Editing the Email Signature
Changing the IDs/Passwords
Updating all MgrConsultants in Referrals and ToDo Items
Automatically check your browser settings
Modify Referral Types then update all affected Referrals table records
Automatic features you may not know about
Using the AutoAssign and AutoAccept forms
Automatically open the Tickler upon login
Modify Agents table settings then update all Referrals records
Creative ways to use the Action Plans
Automatically assign ToDo Items using Action Plans named for Referral Type
Use differnt set of Action Plans for 'Pending' and 'Closed' records
Generating Standard reports
Creating and storing up to 4 Custom Financial Reports
Action Plans
How to create, edit
How to get more done in less time
AutoPilot
How to create and use
How to automate the process
Responses page
How to use more efficiently
How to automatically send updates to Contacts from Responses
Forms and the Body of Letter
How to create your own custom letters and send automatically
How and when to use attachments
How to use 'drip email marketing
How to use custom forms (Cartus and others)
Using the Customer Survey form
Afternoon Session
Images
Going paperless is great!
Uploading, using photos with Email Signatures
How to store, email selected images
Creative uses for Images option
Business Rules
How to automatically send AutoPilots and other Emails
Have the database create and email reports at scheduled times!
Monitor database for needed alerts, texts and emails
Importing records from Outside Sources
Get records automatically from Broker Center, Xchange and other sites
Import records automatically from your company website(s)
Advanced Reporting
How to find the report you need
How to save, export or distribute reports to others
How to get the results you need
Best Practices
Show & Tell by ReloSpec customers
Using outlined proceedures from Cartus, LeadingRE and others
Customizing the User experience; Email Signature, Access levels, etc.
Question & Answer
Any ReloSpec topic
Conclusion