Offer Assistant – The Offer Assistant is in the top menu (tabs) and is the easiest and most thorough method to add a buyer or seller offer. It will carry you through the process and needs no explanation. It is easiest to always use this method to enter offers. Other Offer Entry Methods (If […]
Category: Getting Started
Sections of AdminSystems
Home – A working page, or action page for agents and admin. People – Contacts are entered, update and stored here. The main page of People displays a simple queue at the top of the page, or a “next up”, for teams to use along with a tracking of last contacts for your clients with […]
Referral Agents versus Working Agents – What’s the Difference?
AdminSystems will work with all types of teams. As some subscribing teams have agents who are a part of their team in that they continually refer clients to the team exclusively but do not work those clients themselves, we have designed AdminSystems to handle the needs of these teams also. We call these agents “Referral” […]
Overview/Best Practices – How to Use AdminSystems WebApp
The primary feature of this WebApp is its checklists and reminders functions – never miss a deadline again! There are multiple pages in the WebApp that will notice you when something is coming due. See Checklists below for more information. You’ll find the Home Page a nice place to start with prompts to follow up […]