Each time someone signs up or register on your site. An account is created for them. This account, will allow the leads to do many things.
First your lead will have to login to the website
Once your client logins, they can click Welcome [Name], this will give them access to their profile on your website.
In their profile there are 3 tabs
1. My Favourites
2. My Profile
3. Share Account
My Favourites
If your client, has "liked" some properties on your site, it will show up as a favourite in their account. From here they have the ability to make notes for each property.
They can also remove a property from their favourite list, if needed.
What you See
If a client has liked a property or has entered in notes about a property, you will see that in the leads profile in your crm system as well as any notes they may have entered.
My Profile
From the My Profile tab, the lead can make changes to their contact info and/or password.
What You See
Share Account
If your client would like someone else to have access to this account, they can enter in the person's email address. The person's who they want to share their account with, will receive an invite.
What you Receive
When they share their account, you will receive an email alert notifying you of this.
What you See
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