Articles by tag: FAQ

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.

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!

Ascendix Service Plans

Tagged with: FAQ

Question: “What kind of services does Ascendix provide? I know I am the admin, but I might need some help”.

Answer: When you subscribe to AscendixRE you are buying a software subscription that gives you access to many features of the Salesforce platform (you might already know that if you’ve been a client for some time).

However, even if you are the admin, you may be lacking in time doing other things for your job position or lacking in Salesforce experience (also, completely ok), and thus you may need the help of Ascendix to accomplish your goals.

We have multiple service plans, depending on your budget & needs:

FREE:

With an Enterprise subscription: You have access to Concierge, which is like a virtual helpdesk that can accomplish some (but not all) tasks. They will be limited, but you can view the attached service plan for details for what they cover. Since this is already covered in the cost of the subscription, there isn’t any additional fee.

FIXED PRICING MODELS

  1. 3 Month Fast Track: $2500 flat fee paid in advance – you get assistance with 25 hours of data importation, configuration/form set up, automation, or workflows.
  2. 12 Month Fast Track: $5000 flat fee paid in advance – you get the same assistance stated above but for a whole year (and double the time, so 50 hours).

VARIABLE PRICING MODELS

  1. A la Cate/custom pricing: for $85 per hour, we can quote you the effort (# of hours) for your requirements. This provides you the ability to adjust your goals based on budget. You get billed at the end of the month depending on the # hours x the rate.
  2. Bucket of hours: This is ideal if you’re not entirely sure what you want, but you want the security of having a tech consultant on hand to help with training, data, setting up back-end things. You would typically agree to purchase a set # of hours (such as 20) and use them as you need them. You get billed at the end of the month depending on the # hours x the rate.

The following Q&A in this guide aim to help you become more self-sufficient. We promote teaching you how to fish, instead of fishing for you. But know that we are here in the event you want to grow and expand your business in the context of Ascendix.

If you are interested in purchasing a service package, please contact Chris: cedwards@ascendix.com.

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

Branding your Ascendix + Email Signatures

Tagged with: FAQ

Themes & Branding:

  • Add your logo, color scheme, and even background images, via Setup -> type in “Themes & Branding” in Quick Find Box.
  • If you don’t care to create your own, use some of the ones available in the Salesforce library.

Email Signature:

  • To have each user’s signature appended to an email they author out of Salesforce, each user needs to follow these steps.
  1. Click your profile icon | then click Settings
  2. Click Email | click My Email Settings
  3. Enter your signature into the “Email Signature” field
  4. Click Save

Advanced Topics

Tagged with: FAQ

Data Importation:

  • The tool used to import new data, update existing records, export data, is called Data Loader. Salesforce has authored a Data Loader Guide to walk through some requirements and steps.
  • The data import spreadsheet that is prepped should have column headers that map directly to the fields within that Object.
  • Any field that is a lookup (reliant on another record within Salesforce), is matched by using Salesforce Unique IDs. These Unique IDs are also extracted from Data Loader.

Single Sign On:

  • Salesforce does have SSO capabilities, highlighted in this article are some steps to implement and best practices to follow.

Automations:

  • Processes: You can create If -> Then conditions that allow you to leverage the automation. Some automation could result in sending emails to users and external individuals, setting up tasks, or even updating fields on a record.
  • Flows: Flows allow you to automate a business process that collects data from the user, uses a screen flow & prompts (almost like a wizard).
  • Approval Process: Create approval steps to define the chain of approval for a particular approval process.

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?

Salesforce Property Management AscendixRE CRM

Tagged with: FAQ

In this video, we made an overview of the property management process within AscendixRE CRM.

With AscendixRE CRM you get a 360-degree of your properties, track leases and availabilities, and access interactive stacking plans.

Further Reading

AscendixRE Stacking Plan Overview

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

Adding Fields to a Record

Tagged with: FAQ, Customization

xRE for Salesforce: How to add fields to a record

You have the ability to add your own fields to any object: Account, Contact, Property, Lease, Deal, Availability or Sale record. After you have determined which object needs your custom field, you need to determine what kind of field it should be (numerical, text, pick list, check box, etc.…) and what the field should be called. Then go to the Page Layout and drag the field where you need it on the form. Instructions on how to accomplish this are below.

1. Click on the Set-up icon from the top right of your menu and Setup.

2. Click on the Object Manager Tab .

3. Select the Object (in this example Account) – they are listed in alpha order and you may need to scroll down to find your object name (such as Contact or Property, etc.).

4. Click on “Fields and Relationships”.

5. Click “New”.

6. Choose your field type. You have a multitude of options and an explanation for each field type. Let’s select “Picklist” since we want the user to have the option of picking one value form a list of choices. Then click “Next” (You may decide to pick Text, or Date, or Number, etc.)

7. Add the label of the field. In this case, it is called “Source” because I want to add a field that describes how I was able to gain knowledge of this Account.

8. Click on “Enter values, with each value separated by a new line”.

9. Enter the options you want the user to pick.

10. Determine if you want the values to be sorted alphabetically, if there should be a default value upon the creation of a new record, and if you want the values on this list to be strictly enforced.

11. The description/help text are optional but are good to have as a reminder for why this field was created.

12. Determine if you want this field to be required or optional (checkbox for required). Click Next. Continue to follow the prompts all the way to Save.

Now your field is added to the form, but where?

Go back to the Object Manager, click on the object you changed and Page layouts. Click on the page layout, and scroll down to see your field. You can click and drag it to another location if you wish. Save changes.