$176

RPOffice -Sales Management Day 1-Melbourne

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Level 11/460 Bourke Street

Melbourne, Vic 3000

Australia

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Description

What to bring to your training session:

You will need to bring a notepad and pen & highlighter to your workshop.
Refund Policy:
A full refund will be provided if written notice is received 72 hours prior to workshop.
Please email softwaretraining@rpoffice.com.au to cancel your registration. If no written notice has been received or it is less than the specified time frame the cost of the training session will not be refunded.

OBJECTIVE

To ensure participants receive a planned and formal introduction to the RP Office Sales Management. Upon completing this training course, participants will be able to:

Introduction to RP Office - Overview: DAY 1 - AM

  • Understand the function and concept of RP Office
  • Start and Login to RP OFFICE and work with the RP OFFICE Directory
  • Use Menus and Toolbar options
  • Navigate the main screen
  • Find/Search for information records
  • Use Shortcut Keys

Clients, Properties & Businesses (including Sales Account Setup):

  • Viewing an existing Client record
  • Viewing an existing Property record
  • Understanding the Business tab in the RP OFFICE Directory
  • Viewing Business Transactions (Overview)
  • Adding new Sales Business Transactions including:
  • Adding a Sales Appraisal Business
  • Adding a Sales Appraisal Won Business
  • Adding a Sales Appraisal Missed Business

Clients, Properties & Businesses (including Sales Account Setup) DAY 1 - PM

  • Adding a For Sale Business
  • Adding a For Sale Withdrawn Business
  • Sales Account Overview
  • Attach Images to Businesses/Properties
  • Business Presentation
  • Vendor Diary
  • Revision

Business Work Centre

  • Understanding the concept of the Business Work Centre
  • Understanding the functionality of the Business Work Centre Tabs which include:
  • Diary
  • Instruction
  • Tasks
  • Phone
  • Charges
  • Invoices
  • Receipts
  • Ledger
  • Storage
  • Fields
  • Understanding the functionality of the Business Work Centre Icons which include:
  • Task
  • Letter
  • Email
  • SMS
  • Print
  • Match
  • Revision using the tabs and icons

Prospects & Prospect Requirements:

  • Adding a new Prospective Purchaser Business
  • Adding Prospect Requirements
  • Matching a Listing to Prospective Buyers
  • Matching a Prospective Buyer to Current Listings
  • Prospect Matching Tasks (Overview only)
  • Revision
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Date and Time

Location

Level 11/460 Bourke Street

Melbourne, Vic 3000

Australia

View Map

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