Recent updates
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Promote a Listing Overview
Updated onArticleIn this section, you will be able to create, edit and distribute marketing pieces for your listings.
The Marketing Studio is designed to get you marketing your listings with ease. Your listings are automatically recognized by the Studio when you log in, and areas that can be edited are clickable when you scroll your mouse over it. Areas that you are most likely going to edit are:
- Remarks or Description. The text maximum is 1,000 characters and you have the option to select an English description or a French description.
- Manage Photos. You can add up to 30 images per listing
4. Marketing | Studio Get Started with Studio Getting Started with the studio
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Promote your Website Online
Updated onArticleCongratulations on getting your website! You have made a big step forward in regards to your marketing efforts. However having a website is not the end of the road, you still need to get some work done to make it a real asset for your business.
Work begins with promoting your website. This article will show you how to spread the word about it: in the real world as well as online. Promoting a website is heavily linked to the concept of SEO (Search Engine Optimization). SEO basically means ‘making your website more visible on Google searches’. There are things to do in order to achieve that goal, some of which are the same as for promoting your website.
2. Website | Site Builder Tips and Tricks Going Further with your Website
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Managing Spam Traffic
Updated onArticleYour Lead capture forms are designed to catch Spam traffic. If it looks like spam, these Leads are created and flagged as Spam.
You can periodically what falls into that Spam folder, however Please note that Leads in the Spam section are deleted monthly.
3. CRM | My Book Spam Spam
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Recording Transactions
Updated onArticleAfter promoting a contact to an opportunity another satisfying part of your day to day tasks are to record your achievements. Whether it is a Sale or a Purchase you need to keep track of your past transactions.
3. CRM | My Book Opportunities Opportunities
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Total Lifetime Value
Updated onArticleTotal Lifetime Value allows you to measure how much business a Contact has brought, through purchase made or referrals, since you've had it in your Book. It shows you at a glance how profitable that person is to your business.
3. CRM | My Book Opportunities Opportunities
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Promote a Contact to a current Opportunity
Updated onArticleDecide if your lead is an opportunity. If they are, promote them in the system. This is where you define the contact as a buyer or a seller, schedule sales activities and appointments, and do everything you can to provide great service at every touch-point.
3. CRM | My Book Opportunities Opportunities
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Schedule an Appointment
Updated onArticleStay organized by scheduling your Appointments/Todos into My Book or Calendar. Reminder notifications will help you stay on track and not miss anything scheduled.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Recording a new Referral
Updated onArticle1. You can follow up with that referral in a timely manner - no need to let it go cold. As soon as you get the referral and add it in to the system, you can schedule a call to get in touch. Make it that day or the next one: it's best to move fast.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Log a Call
Updated onArticleBuild an activity history. Whenever you talk to someone, email them, send them a text or interact with them on social media, use this feature to keep track.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Categorization
Updated onArticleA Lead (Prospect) is someone you don't know personally, but to whom you would like to market your services. Someone filling out a form on your ClientClick website would come to My Book as a Lead.
3. CRM | My Book Work Your Book Managing your Leads and Contacts