How do I log into AscendixRE?

AscendixRE CRM is built on top of Salesforce CRM, so to access AscendixRE after you’ve started a trial or become a customer you can use https://login.salesforce.com/ and sign-in with the credentials either we’ve provided at signup or your admin has provided.

Tip: Save the website as a ‘favorite’ and click on ‘remember me’ when you login so you don’t need to re-type it every time

For the best mobile experience, use the Salesforce mobile app.

The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™.

What is in AscendixRE? App Menu Glossary

Tagged with: FAQ

Home

Default first tab that lets you view your day at a glance (upcoming tasks, or appointments/events).

Chatter

“Virtual water cooler” – collaborate with Salesforce users internally, not client-facing, works like Twitter, where you use @ (person’s name) to loop into the discussion.

Dashboards

Visual depiction of your data (pie charts, graphs, funnels etc.)

Inquiries

Leads, incoming via phone or email, leasing or buying interest in a building, or a way to capture general requirements for space.

Contacts

Individuals that are linked to Accounts, of varying roles (prospect, client, broker, etc.).

Accounts

or Companies, potentially connected to those Contacts.

Deals

Your opportunity pipeline whereby various business lines can capture their pursuits (example: Tenant Reps, Landlord Reps, etc.) *private

Properties

Building data (location, type, size, class, etc..)

Availabilities

Vacant units or suites within a Property.

Leases

Lease abstract data that captures Account (Tenant) info in Properties.

Sales

Recording of sale history of a Property.

Listings

Intended to capture the agreement/contractual info a listing broker has for a Property.

Calendar

Will display events/appointments that you have created within Salesforce (not synched with Outlook).

Tasks

Your deadline-driven to-dos created in Salesforce

Notes

Jot down notes on any of your data (related to an account, contact, etc…) It can be formatted and styled, even to include photos.

Reports

*Note: this app menu can be tailored (tabs can be removed or re-ordered).

How all the data connects…

Tagged with: FAQ, Data

The Property is the central core of AscendixRE. All other records are connected to the property by virtue of their relationship to it:
Leases represent the Company that is a tenant and the abstract info of the lease agreement.
Inquiries & Preferences are the desired terms of that space. Perhaps brokers or prospective buyers/tenants are inquiring about space that’s listed – or investors/companies have buying/leasing criteria.
Deals are your “pipeline” – Tenant & Buyer Reps work on site selection, Landlord Rep have spaces they need to fill with tenants, etc..
Accounts & Contacts – don’t necessarily need to be tied to a Property, but can be: Example: Property Owner, Finance, Asset Manager, Marketing, Property Manager, etc.

Ways to Search

Tagged with: Search
  1. Keyword Search:

2. Scan Search & Filter: Access the Property record, and find all related Inquiries, Availabilities, Deals & Leases to that Property.

Example: You can “view all” Leases in Merit Tower, or use filters to refine the views such as those expiring this year or filter Deals by a specific Stage. These filters are temporary (clear when you log out) and are personal.

User Default Views

Tagged with: FAQ, List view

When users access Ascendix, the default view for any Object will be “Recently Viewed” – which might show no data, because that user will not have recently viewed anything. There are other views a user can select, and pin as a favorite. See below:

Can I default my view to something other than “Recently Viewed”?

This is the #1 top question we get.

Yes! This is up to each user and what their default list is per tab.

For example, you set your Accounts default to “All Accounts” and your Contacts default to “My Contacts”.

Here is how to set a default view:

  1. Select the view you want to see (i.e. My Contacts)
  2. Click on the pushpin icon – and that’s it!

How Users can Create their own Custom Views

Tagged with: Configuration

To create personal views:

  • Select the Tab (i.e. Deals)
  • Select the existing view that most matches what you need (example: Open Deals)
  • Click on the Gear icon
  • Clone
  • Re-name your view (example: Deals Est. Close this Quarter)
  • Add filters (example: Est. Close Date = This Quarter)
  • You can add 1 or more filters to get a finite view of your data

Also, please see the following video: How to Create the Own View.

What’s an Inquiry?

Tagged with: FAQ

Think of an inquiry as an unqualified lead. You can capture Contact and Company info, and once qualified, they can be converted to full-fledged Contacts and accounts.

For Listing Brokers:

An inquiry would be a buyer rep or tenant rep broker reaching out to you on behalf of the listing, inquiring about the space. It could also be an end-user inquiring directly. The inquiry form allows you to link the interest to the Listing, so you have a grouping of all inquiring parties since you’ve won the Listing. It’s a good lead pipeline and a way to report to your seller or landlord on ‘foot traffic’.

For Buyer Reps/Tenant Reps:

The inquiry form also has an area where you can jot down investment or leasing preference. Price min and max, space requirements, Property type requirements, required move in or purchase date.

You convert an inquiry when you think it is appropriate.

*Note that any customized fields you add to the inquiry, will not be captured when you convert the records.

Learn more about Inquiries:

Further Reading

Inquiries Management | AscendixRE CRM

Inquiry Management with AscendixRE CRM

Tagged with: FAQ

Watch this video to learn how to manage Lease and Sales Inquiries with AscendixRE CRM.

Further Reading

What’s an Inquiry?

What’s the difference between a Property and a Listing?

Tagged with: FAQ

Property is the building itself. Its physical characteristics, location, total space, # of floors, etc.

The Listing is the agreement you win to sell or lease that building.

As a Listing Broker you would create both records, but track all of your outbound marketing/selling efforts and inbound inquiries against the listing. Again this helps you for reporting purposes and ensures everything is tied to one common record.

There is an exception here. If you are a Land Broker, and you are on an AscendixRE Land trial, we have co-mingled the Property and Listing tabs, so that you are managing all of your listings, within the Property record itself.