Steps You should Take Before Open House
Event
Days Prior to
Open House: This Phase covers
the Planning, Preparation, and Announcement Step
It is recommended to schedule an open house event and notify all your potential
clients to be, Sphere Of Influence (SOI), etc several days in advance and put it
in a calendar that can be viewed by everybody.
Simply click on the
to see all currently scheduled events.
- If you see your event in the calendar, just
simply click on the event URL link. (Remember you must
be logged in)
- This brings you up a page that
shows the detail information about your event. This page also allows you to
edit (modify), delete current information or announce this event to your
Sphere Of Influence (SOI)
by emails.
- If you don't see your event in the
calendar, just simply click on the "Add Event" Menu at
the bottom of calendar to create one. (Remember you must
be logged in)
- This brings you up a form page
that allows you to
input the open house event information such the date, time, location, and
brief description about the property or the event. Additionally, you can
input the URL of the flier if is available. The system knows who added this
event and ads this information to the database. When you are done inputting
the information, simply click on "Add Event" button to add this information
to the system's database.
- After the event is scheduled, the system
brings you the calendar page with your event on it. Done Scheduling!
Send Your Open House Announcement via
emails:
- If you select the "send emails" option from
the previous step, the system displays all emails that you have already entered
in the system.
- You can add new emails, one-by-one via
Create a New email Record or import your
entire SIO emails from an excel file via
option.
Please note that when importing emails via excel document, there are some
rules and restriction that must be followed. Please see
help for step-by-step
instructions.
Just follow the instruction and you will have all your SOI emails in
the system instantly.
- Now you have option to select emails that
you want to send the announcement to.
- After clicking "Send emails to checked
rows", an email automatically and instantly will be sent to all selected emails along with a flier of
the open house (if it was provided).
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