contact manager / client connect. contacts vs. prospects? lps real estate group2 formerly in paragon...

Contact Manager / Client Connect

Contacts vs. Prospects?

LPS Real Estate Group 2

Formerly in Paragon 4, Contacts where either a general contact or considered a Prospect if a type of Buyer or Seller was

applied to the contact record. With Paragon 5 all Contacts regardless of type are now simply

known as Contacts. The term Prospects has been removed from all menus.

Contact Manager Menus

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Paragon 4

Paragon 5

CONFIDENTIAL - LPS Real Estate Group Client Use Only

P4 and P5 Contact Manager Screens

4CONFIDENTIAL - LPS Real Estate Group Client Use Only

Contact Manager Wizard

5

After entering contact information and clicking save you are moved to the Contact Manager Wizard. Indicated

by the next buttons in the top right corner.

Clicking the Next or Back buttons allows you to navigate through the Vertical

Menu items in the Left Navigation Pane.


Adding a Search to a Contact

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You can either create a new search or select an existing

search. For this overview we will create a new search.


Adding a Search to a Contact

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Choose your search class Enter your search

criteria and click Search.


Saving the Search

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From the Spread sheet you can e-mail listings, print, get driving directions and more. To save your search, click

Save Search in the upper left corner. This saves the search and moves you to the next section of the Contact Manager

Wizard.


On this screen you can also add the results set to a Listing Cart.

Saved Search Activity

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E-mail Notification sets up the same way as in Paragon 4 (as seen in the next slide.) Client

Connect works with e-mail notification, creating a website

for clients to view listings.


Contact Activity

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Icon displays when there is:• Activity for the Saved Searches for the Contact

• Activity on the Client Connect site.


View and Manage Contacts

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Select the plus sign on a row to open thecorresponding Contact to show details for

Saved Searches, E-mail Notifications or ClientConnect activity for each SavedSearch for the contact record.


Auto E-mail Notification

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If you know how to do something in Paragon 4, you

already know how to do it in Paragon

5. E-mail notification works

the same as in Paragon 4.


What is Client Connect?

• Client Connect is a new way for an Agents clients to view listings sent to them from Paragon.

• When a saved search finds listings for a customer, the listings are sent to a Client Connect webpage.

• Customers go to the Client Connect page, log in, and view the Listings online.

• They can decide which are Favorites, Possible, or Rejects.

13CONFIDENTIAL - LPS Real Estate Group Client Use

Only

Client Connect

• When a customer takes action on their page of listings, you will be notified via email.

• When they “comment” on a listing, Agents will be notified via e-mail. Agents will be able to return comments.

• E-mail notification of “actions taken” will be available to both Agents and Clients.

• See the Quick Start Guide or Video for more.• Auto-Email of listings is still available.


Only

Client Connect with Auto Notification

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When setting up your first customer on Client Connect,

this screen appears.

After the link is set up, this screen will not appear again.

It is recommended you use the tag

suggested by Paragon.


Notification Options for Client Connect

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Links to customize the Client Connect

site.

Click Send Link to send site to your customer.

Listing that will be sent to the customer. Note this

also indicates listings that have been designated as

Favorites, Possible, or Rejected.


E-mail the Customer Receives

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New Customers need to set up their Client

Connect Password first


Client Connect Home PageUsers can easily configure their site via User Preferences or the Client

Connect Wizard


Only

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Agent Info Office Info

Matches, Favorites, Possible and Rejected tabs. This is

where the listings will appear after they have been assigned by the customer.

Assignment Buttons, to move the listing to

Favorites, Possible or Reject.

Comments can be sent between the agent and the

customer.

Switches between Horizontal view, (shown)Vertical

View, Detail View and Print.


Client Connect Site

With Client Connect, Auto Notification does something a little different.

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With Client Connect, Auto Notification now notifies both the Customer and the Agent of any activity on the Saved Search, or the Client Connect site.

The example above is an e-mail notification to the agent of new listings for saved searches for 2 customers.


contact manager / client connect. contacts vs. prospects? lps real estate group2 formerly in paragon...

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