Recent updates
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Create a personal note
Updated onArticleUse Personal Notes to stay in touch with your clients
4. Marketing | Studio Promote Your Business Promote Your Business
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Personas
Updated onArticlePersonas is the section where you decide how to position yourself to your customers. Are you promoting yourself as an individual, or are you promoting your team? You can have multiple Personas in the system, and you will have the option to save a Persona as a default.
4. Marketing | Studio Promote Your Business Promote Your Business
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Cleaning up your Remarks
Updated onArticleAdding a description to your listing is done under the Remarks box in this section. There are two tabs: English and French. You have the choice to create marketing pieces in either language.
4. Marketing | Studio Promote a Listing Promote a Listing
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Adding high-resolution images
Updated onArticleListing images originally received from the board are loaded as web optimized. These images are suitable for viewing on the web, and are usually a lower resolution for file size consideration. If you try to enlarge a low resolution image for print, it may turn out blurry or pixelated. You will need to upload a high resolution photo for optimal print quality.
4. Marketing | Studio Promote a Listing Promote a Listing
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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 Promote a Listing Promote a Listing
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Creating and using Groups to organize your Book
Updated onArticleIn this section, you can sort your existing contacts into groups that make sense to you. A group can be anything – people you used to work with, contacts you met at a specific event, those who like hockey, people who have school-aged kids, you name it. And people can exist in multiple groups, so if Bob fits in with former colleagues and people who enjoy bowling, you can add him to both groups.
3. CRM | My Book Groups Groups
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Sending an email to everyone in a Group
Updated onArticle3. CRM | My Book Groups Groups
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Export a Group
Updated onArticleIn case you need to export a Group of Contacts to an Excel file sheet or another Contact manager software in a CSV file format
3. CRM | My Book Groups Groups
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Promote a Contact/Lead to a current Opportunity
Updated onArticleDecide if your Lead is an opportunity. If it is, promote it in the system. Here's how. (Link to prioritize and work your book). 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 My Leads Your CRM Leads
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Forms and Widgets Palette
Updated onArticleAvailable on Premium, Team and Company subscriptions, the Forms and Widgets Palette allows you to have additional features on the side (or at the bottom) of the pages of your site. Forms are a very convenient way for visitors to contact you and therefore for you to generate leads. All requests are emailed to you and are also accessible through My Book.
Widgets are pieces of functionality that can be added to your website to perform an action. Your Jumptools website comes with built-in widgets but you can manually add external ones. See Addding a Video or Custom Code to my website for more information2. Website | Site Builder Leads / Forms Lead generation forms & built in widgets