$176

RPOffice -Sales Management Day 3-Melbourne

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Level 11/460 Bourke Street

Melbourne, Vic 3000

Australia

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Description

PRE-REQUISITE

Participants must have mouse skills and a working knowledge of Microsoft Windows, Microsoft Word and have a general understanding of Sales Management in the Real Estate Industry prior to attending this training course. It is mandatory that the Sales Introduction course has been completed prior to attending this course.

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.

RP Office Sales Management Advanced Day 3

ATTENDEES

This course is recommended for the main administrative operator(s) and Sales Secretary who is/are responsible for the entire RP Office Sales database and its functions, including the setup of Users and Sales Consultants, Advertising, Fields and Letters and tasks.

COURSE AIMS

This course aims to enhance participants’ productivity by providing the necessary skills to setup their RP Office Sales Module. It is designed to introduce participants to the techniques and concepts associated with efficient and effective operation, and to get operators familiar with the steps for setup of their RP Office program. It is recommended that participants complete this training course at least 1-2 months after completing Day 1 – Sales Introduction.

OBJECTIVE

To ensure participants receive a planned and formal introduction to setting up the Macpro Office Manager Sales Module. Upon completing this training course, participants will be able to:

Letters & Merge Fields: DAY 3 - AM

  • Creating a new customised Document Category
  • Adding new Letters into your Macpro Office Manager database
  • Editing existing Macpro Office Manager Standard Letters
  • Adding Merge fields into a Letter
  • Saving Letters
  • Copying/Moving/Renaming a Letter
  • Attaching a Letter to a Task
  • Printing Letters
  • Printing Multiple Letters
  • Printing Labels
  • Revision

Customised Fields (Labels) Setup:

  • Setting up System Labels for Clients, Properties and Businesses
  • Global Labels
  • Adding a Label to a Client, Property or Business record
  • Revision

Tasks & Prospect Matching:

  • Understand what a Task is
  • Understand the difference between manual and automated tasks
  • Understand the Task screen in the MOM Directory
  • Understand the Task Centre and Task Lists
  • Understand the different Task Categories
  • Understand Task Options
  • Understand the Task Wizard and Hierarchy
  • Add a Task from the Task Centre
  • Add a Task from a Business (including OFI’s)
  • Understand how to Complete Tasks
  • Understand how to lookup Task History
  • Understand Task Definitions (F3 Setup)
  • Printing Task Reports
  • Matching a Listing to Prospective Buyers
  • Matching a Prospective Buyer to Current Listings
  • Prospect Matching Tasks (including Email, Fax & Print)
  • Revision

Services (Advertising Setup): DAY 3 - PM

  • Adding and Editing Advertising Chart of Account Codes
  • Add Advertising Service Categories including:
  • Adding and Editing Advertising Creditor Suppliers and Price Rates
  • Setting up Task Types and Status options for Advertising
  • Setting up Task Settings
  • Adding and Editing Master Advertising Schedules
  • Revision

Services (Advertising):

  • Producing Proposed Advertising Schedules
  • Advertising Authority
  • Accepting a Proposed Advertising Schedule
  • Adding and Editing Advertising Entries
  • Placing Advertising (Tasks)
  • Costing and Charging for Placed Advertising (Tasks)
  • Advertising Accounts
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Date and Time

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Level 11/460 Bourke Street

Melbourne, Vic 3000

Australia

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