Introduction/Instructions Letter

Introduction

This is the introduction you will receive with the Plans. We've included it here to give you some additional insight into the quality and comprehensiveness of them.

NOTE: All of the activities have 'Notes' within the activity that describe click by click, exactly how to find and edit each letter. It's comparable to a 'dynamic operations manual'.

Launching the plans:

There are 8 campaigns. Two for listings, and six for closings. The listing plans MUST be launched from the “Listings Module”. The closing plans MUST be launched from the “Sales Module”. The reason is that you want to ‘associate’ the client and subject property in each activity with the launch, and that is how that is accomplished.

When to launch the plans:

Ø ‘Listing Letters/E-mails Only’ – launch date is the actual listing date.

Ø ‘Price Adjustment Mail - launch date is the date of the price adjustment.

The following plans are to be launched when you are responsible for the Seller’s transaction only:

Ø ‘Seller mail Contract Date’ – launch date is the date of the ‘Executory Agreement of Sale’.

Ø ‘Seller mail Closing Date’ – launch date is the closing date.

The following plans are to be launched when you are responsible for the Buyer’s transaction only:

Ø ‘Buyer from Contract Date’ - launch date is the date of the ‘Executory Agreement of Sale’.

The following plans are to be launched when you are responsible for both the Buyer’s, and the Seller’s side of the transaction:

Ø ‘Both Sides from Contract Date’ – launch date is the date of the ‘Executory Agreement of Sale’.

Ø ‘Both Sides from Closing Date’ – launch date is the closing date.

Some Suggestions for Implementation:

Notice that there are two sets of plans. One set uses letters that are from “Us”, and the other set uses letters that are from “Me”. The latter set are the ones that end in a “-I”.
There is one plan called “Additional Letters”. That plan was simply used to enable the installation of the software to bring in letters that are not ‘called in’ in the other plans. You don’t need to understand this. Just ignore that plan. J
All activities are assigned to ‘the agent’, as no other assumption can be made. If you have an assistant, you must re-assign the appropriate activities to the assistant. Bear in mind that although you may not have an assistant, it may be advisable to assign tasks that will normally be accomplished ‘in the office’ to another calendar, by creating an assistant, and assigning them those tasks. If you are synching AO with a PDA, that would be another reason to assign the tasks to an ‘imaginary’ assistant, so as not to have all those tasks appear on the ‘agent’s’ calendar, on the PDA.

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