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eEdge 101 Training Guide v1.6c

eEdge 101 Training Guide v1.6c

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Published by Dennis Hoffman

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Published by: Dennis Hoffman on Aug 01, 2011
Copyright:Attribution Non-commercial

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08/01/2011

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eEdge101 Training Guide
 
v1.6 ©2011 Keller Williams Realty, Inc. Page 1
 
Table of Contents
(Click on a lesson to jump to it.) 
Lesson
 
1:
 
What
 
is
 
eEdge
?
 
What
 
Is
 
eEdge?
 
.........................................................................................................................................
 
2
 
Your
 
eEdge
 
Control
 
Panel
 
.........................................................................................................................
 
4
 
If 
 
You
 
Need
 
Help
 
.......................................................................................................................................
 
5
 
Five
 
Daily
 
eEdge
 
Actions
 
...........................................................................................................................
 
6
 
Lesson
 
2:
 
Activating
 
eEdge
 
Activating
 
eEdge
 
.......................................................................................................................................
 
2
 
eEdge
 
for
 
Teams
 
.......................................................................................................................................
 
8
 
Lesson
 
3:
 
eEdge
 
Setup
 
Your
 
eEdge
 
Website
 
..................................................................................................................................
 
2
 
Home
 
Page
 
............................................................................................................................................
 
2
 
Buy
 
Page
 
................................................................................................................................................
 
3
 
Sell
 
Page
 
................................................................................................................................................
 
3
 
Move
 
Page
 
............................................................................................................................................
 
4
 
Meet
 
Page
 
.............................................................................................................................................
 
4
 
Contact
 
Page
 
.........................................................................................................................................
 
5
 
Capture
 
More
 
Leads
 
..................................................................................................................................
 
5
 
Access
 
the
 
Admin
 
Page
 
.............................................................................................................................
 
5
 
Your
 
Website
 
Settings
 
...............................................................................................................................
 
6
 
Your
 
Email
 
Settings
 
.................................................................................................................................
 
16
 
 
 
v1.6 ©2011 Keller Williams Realty, Inc. Page 2
Lesson
 
4:
 
myLeads
 
How
 
Leads
 
Are
 
Routed
 
to
 
You
 
..................................................................................................................
 
2
 
Lead
 
Notifications
 
.....................................................................................................................................
 
3
 
The
 
myLeads
 
Dashboard
 
...........................................................................................................................
 
4
 
Responding
 
to
 
Leads
 
.................................................................................................................................
 
5
 
Lesson
 
5:
 
myContacts
 
Your
 
myContacts
 
Dashboard
 
....................................................................................................................
 
3
 
Importing
 
Contacts
 
...................................................................................................................................
 
4
 
To
 
import
 
contacts
 
using
 
the
 
Easy
 
Wizard
 
(Outlook
 
or
 
Top
 
Producer)
 
................................................
 
5
 
To
 
import
 
contacts
 
using
 
a
 
template
 
(My
 
Red
 
Tools
 
or
 
other
 
system)
 
................................................
 
8
 
Checking
 
the
 
Status
 
of 
 
Your
 
Import
 
Job
 
..................................................................................................
 
11
 
Adding
 
Contacts
 
Manually
 
......................................................................................................................
 
13
 
Filtering
 
and
 
Sorting
 
Your
 
Database
 
.......................................................................................................
 
17
 
Viewing
 
Contact
 
Records
 
........................................................................................................................
 
18
 
Sending
 
Seller's
 
Reports
 
..........................................................................................................................
 
21
 
Creating
 
Groups
 
......................................................................................................................................
 
23
 
Adding
 
or
 
Removing
 
a
 
Contact
 
from
 
a
 
Group
 
.........................................................................................
 
25
 
Lesson
 
6:
 
myEmail
 
Introduction
 
..............................................................................................................................................
 
2
 
Accessing
 
myEmail
 
....................................................................................................................................
 
2
 

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