If Users want to run a report, they can go to the Reports tab.
If the reports required are not visible, they will need to navigate to “All Reports” in the left panel. This will display all reports (including those that come with Salesforce & Ascendix).
If there is data to feed those reports, just running the report will be sufficient (by clicking on the blue hyperlink of the Report Name). Keep in mind, however, if some of these reports are ‘canned’ or templated, they might have a pre-existing filter, that would affect the data you see on the report.
You could always use a report and modify/edit/add filters and Save As, so it’s your own custom report. Watch this video on How to Create Reports.
Dashboards are a great way for data to be displayed visually. It provides a quick snap shot or health check for the information.
Before Dashboards can be created, the visual components that are displayed in that dashboard need to be created as Reports, first. The report should have the applicable filters and should be grouped by at least one column.
In this video, we create a dedicated Dashboard for Activities. You can add multiple reports to the Activity dashboard, such as Property Activity Report, Activities by User, etc.
The deal is your pipeline to track a transaction that will likely occur. It tracks a revenue-generating event. If you’re diligent in adding deals, it gives you a good perspective of what’s due to close, when and for how much. WHEN you create a deal is highly subjective.
As a Tenant Rep, you could create a deal when you have a LOI. You can then track the multiple properties your client (The company you are representing to lease a space), is touring. Eventually when one Property is selected and the lease terms are all entered on the deal, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.
As a Landlord Rep, you would create a deal once you have a Suite that is getting serious intent for being leased. Once you capture the Tenant info, and lease terms, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.
It’s expected to have multiple deals connected to your lease listing if it’s a multi-tenant building.
As a Buyer Rep, you could create a deal when you have a LOI. You can then track the multiple properties your client (The account or contact you are representing to purchase a building), is touring. Eventually when one Property is selected and the sale terms are all entered on the deal, closing the deal will auto-create a Sale comp for that Property.
As a Seller Rep, you would create a deal once you have a short list of buyers. You can track the prospective buyers, their level of interest, and qualification. Ultimately, when one buyer stands out and the sale and closing terms are captured, closing the deal will auto-create a Sale comp for that Property.
Watch this video to see how to create a New Deal. Although this example applies to tenant representation, the overall process is very similar for each record type:
What do I name my deal? Depending on how you requested your data import, the Deal Name might follow your existing naming/numbered convention. Moving forward, you can name the deal with the Tenant + Space, or whatever your team decides is a best practice.
Select the property by starting to type ahead its name.
Select the space by starting to type ahead its name or number (ex: 400).
Select Deal Type and Stage from options.
Type-ahead Tenant’s name. If tenant name is not found, you can ‘on the spot’ by clicking “+ New Account”
This will be an opportunity to quickly create the Company record for the Tenant (example: Express).
Once saved, you are back at the Deal record to continue filling in info as you see fit.
There are several ways to do this. Here are the top 3:
You must begin by adding a field such as Category on the Contact record to identify them as a Prospect. Once that’s in place:
With AscendixRE, you can create specific List Views, that pull up your Contacts, by that filter of “Prospect,” so that you’re segregating your contacts by that category. From there you can decide what information you want to see in the list, at a quick glance, or drill into each record to log the calls for that contact. See this (no sound) video, for a quick overview of how to accomplish this.
With AscendixRE, you can also automate much of the to do’s or future tasks/calls you need to make. By creating Workflows, you can decide once a Contact is tagged as a Prospect, how often you need to call or follow up with them. 30-60-90 drip plans are common, but this can totally be customized to your needs. You can reach out to us to set this up for you.
With Ascendix Search, you can create quick and easy lists, that are either based on data (i.e. Contact Type = Prospect) or your own subjective knowledge of randomly selected contacts. From there, in a quick split-screen, on the left, you can see your list and on the right, you can see your to do’s and activity history, while scheduling new actions on the records on the right. Ascendix Search is sold as an add on to the Foundations edition and included in the Enterprise edition.
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