Your Clients/Leads/Prospect Website Account

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.

My Favourites

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.

What you See

My Profile

From the My Profile tab, the lead can make changes to their contact info and/or password.

My Profile

What You See

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.

Share Account

What you Receive

When they share their account, you will receive an email alert notifying you of this.

What you Receive

What you See

What you See
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