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Contact Manager / Client Connect. Contacts vs. Prospects?. Formerly in Paragon 4, Contacts where either a general contact or considered a Prospect if a type of Buyer or Seller was applied to the contact record. With Paragon 5 all Contacts regardless of type are now simply known as Contacts .

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Contact Manager / Client Connect


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Presentation Transcript
contacts vs prospects
Contacts vs. Prospects?

Formerly in Paragon 4, Contacts where either a general contact or considered a Prospect if a type of Buyer or Seller was applied to the contact record.

With Paragon 5 all Contacts regardless of type are now simply known as Contacts.

The term Prospects has been removed from all menus.

LPS Real Estate Group

contact manager menus
Contact Manager Menus

Paragon 4

Paragon 5

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p4 and p5 contact manager screens
P4 and P5 Contact Manager Screens

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contact manager wizard
Contact Manager Wizard

Clicking the Next or Back buttons allows you to navigate through the Vertical Menu items in the Left Navigation Pane.

After entering contact information and clicking save you are moved to the Contact Manager Wizard. Indicated by the next buttons in the top right corner.

CONFIDENTIAL - LPS Real Estate Group Client Use Only

adding a search to a contact
Adding a Search to a Contact

You can either create a new search or select an existing search. For this overview we will create a new search.

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adding a search to a contact7
Adding a Search to a Contact

Choose your search class

Enter your search criteria and click Search.

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saving the search
Saving the Search

On this screen you can also add the results set to a Listing Cart.

From the Spread sheet you can e-mail listings, print, get driving directions and more. To save your search, click Save Search in the upper left corner. This saves the search and moves you to the next section of the Contact Manager Wizard.

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saved search activity
Saved Search Activity

E-mail Notification sets up the same way as in Paragon 4 (as seen in the next slide.) Client Connect works with e-mail notification, creating a website for clients to view listings.

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contact activity
Contact Activity
  • Icon displays when there is:
  • Activity for the Saved Searches for the Contact
  • Activity on the Client Connect site.

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view and manage contacts
View and Manage Contacts

Select the plus sign on a row to open the

corresponding Contact to show details for

Saved Searches, E-mail Notifications or Client

Connect activity for each Saved

Search for the contact record.

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auto e mail notification
Auto E-mail Notification

If you know how to do something in Paragon 4, you already know how to do it in Paragon 5. E-mail notification works the same as

in Paragon 4.

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what is client connect
What is Client Connect?
  • Client Connect is a new way for an Agents clients to view listings sent to them from Paragon.
  • When a saved search finds listings for a customer, the listings are sent to a Client Connect webpage.
  • Customers go to the Client Connect page, log in, and view the Listings online.
  • They can decide which are Favorites, Possible, or Rejects.

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client connect
Client Connect
  • When a customer takes action on their page of listings, you will be notified via email.
  • When they “comment” on a listing, Agents will be notified via e-mail. Agents will be able to return comments.
  • E-mail notification of “actions taken” will be available to both Agents and Clients.
  • See the Quick Start Guide or Video for more.
  • Auto-Email of listings is still available.

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client connect with auto notification
Client Connect with Auto Notification

When setting up your first customer on Client Connect, this screen appears.

After the link is set up, this screen will not appear again.

It is recommended you use the tag suggested by Paragon.

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notification options for client connect
Notification Options for Client Connect

Listing that will be sent to the customer. Note this also indicates listings that have been designated as Favorites, Possible, or Rejected.

Links to customize the Client Connect site.

Click Send Link to send site to your customer.

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e mail the customer receives
E-mail the Customer Receives

New Customers need to set up their Client Connect Password first

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slide18
Client Connect Home PageUsers can easily configure their site via User Preferences or the Client Connect Wizard

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client connect site

Agent Info

Office Info

Client Connect Site

Matches, Favorites, Possible and Rejected tabs. This is where the listings will appear after they have been assigned by the customer.

Switches between Horizontal view, (shown)Vertical View, Detail View and Print.

Assignment Buttons, to move the listing to Favorites, Possible or Reject.

Comments can be sent between the agent and the customer.

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with client connect auto notification does something a little different
With Client Connect, Auto Notification does something a little different.

With Client Connect, Auto Notification now notifies both the Customer and the Agent of any activity on the Saved Search, or the Client Connect site.

The example above is an e-mail notification to the agent of new listings for saved searches for 2 customers.

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