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GO!3 Introduction

Contents

1. Navigation ........................................................................................................................................................ 1

2. Icons ................................................................................................................................................................. 3

3. Create Contacts and Properties ........................................................................................................................ 5

4. Search Demands and Matching ....................................................................................................................... 7

5. Actions ........................................................................................................................................................... 13

6. Internet Profiles ............................................................................................................................................. 15

1. Navigation

Login with your user name and password (OWA data).

GO!3 opens within the „Dashboard‟. You will find following information

Hotline Support Button (Creates an e-mail that will be sent to the hotline, see chapter “Help”)

Log off – Button (GO!3 does not log you off automatically)

Calendar (Viewings are displayed in red, other appointments in grey)

Tasks (displays tasks from the past (red) as well as tasks for today and tomorrow (black) )

Hotsheet (displays changes in statuses of the shops‟ properies)


The menu is for quick and easy navigation. A single click on one of the menu items will show the contents at the

right window area.

The menu is always located at the same place and is available from

every position. There is a maximum of two levels. Particular menu

items can be hidden and unhidden by clicking the dark grey buttons.

If it is necessary you can hide and fade in the menu:

The menu itself can be hidden and unhidden by clicking the white

triangle at the menu margin, thus improving your overall view when

using small displays or very broad tables.


2. Icons

Several icons can be used to work efficiently in GO!3. The following list contains all icons and their

function:

New Outgoing Referral

New Contact (Quick Data Entry)

New Property (Quick Data Entry)

Refresh Screen

Add New Data Base Record

Edit Data Base Record

Mandatory

Open Quick Search (Filter)

Print Preview

Print

Send Screen as Email

Create Reports, Labels, Factsheet

New Template Letter Mailing

New Exposé Mailing

New Appointment

New Task

New Viewing

New Open House

Copy Data Base Record

Reallocate Data Base Record

Apply Flags

Remove Flags

Export to Excel Sheet

Show / Recreate (Document Details)

Synchronize Calendar

New Viewing Report


Change Task Status

Send Email

Forward Email

Reply Email

Reply All

Trash Email

Copy Email into GO!3

Search in TMS Archive

Scan to TMS Archive

Upload to TMS Archive

Open Calendar

Delete Date

/ (inactive /

active)

Go to Next Page

/ (inactive /

active)

Go to Previous Page

Go to Next Detail Screen

Go to Previous Detail Screen

One Liners / Photo Manager:

Move selected items to the right


Move selected items to the left


Move selected items up


Move selected items down

Add to Search

Remove from Search

Remove All from Search

Clear all checkboxes

Edit Data Base Record

Show Details or View Report

Delete Item

Undelete Record

Map Search, Filter: Center Area


Map Search, Filter: Delete Area

Map Search, Filter: Rename Area

New Email

Pin for Geocoding Setting

Remove Linked Item

3. Create Contacts and Properties

Please use the quick data entry masks for contacts and for properties .

Moreover, you can create contacts and properties quickly and easily by opening the menu “Contacts” or

“Properties” and then click the icon “New” .

Existing contacts can be edited by clicking the icon “Edit dataset” .

From a list, you can edit datasets by clicking the in front of the dataset.

Please consider following definitions for contact and property status:

Contact Status Owner

Active Status “Active” means that the owner can be found within the system with an active property

Inactive Owner pulled back the property; Contract ran out; any reason why we did not sell/rent the

property

Closed Owner sold the property through E&V

Contact Status Buyer

Active Buyer is searching actively for a property; we are in contact with him

Inactive Buyer does not search anymore; he found a property somewhere else; is not searching

anymore due to other reasons

Closed Buyer bought / rented a property through E&V


Property Status

Active Property is marketed actively by E&V

Pending Property is not yet marketed by E&V; some documents or a signature are still missing before

status can be changed to „Active“

Offer Show Someone is interested in this property, but it still can be shown to other clients

Offer No Show Property is to be sold and may not be shown to others anymore

Sold / let by E&V Property was sold / let by E&V and not active anymore

Sold / let by others Property was sold / let by another real estate agency

Withdrawn Property was withdrawn by the owner and is not active anymore

Expired Contract expired and property is not active anymore

Cancelled Contract was cancelled and property is not active anymore

Street Index Property is known but not marketed

Inactive Property is active but not offered for some time (e.g. if owner is not available for some time)

Following graphic illustrates the available statuses:


4. Search Demands and Matching

A property will never find a customer by itself. The GO3! Software will support you to find the right property for

your search clients and vice versa.

In order to secure every pot will find its lid, there is a need to create demands. With the demands of a client

matching those of a property, a wonderful relationship is likely to start. This function is called matching.

Creating Demands

Demands can be created for contact category search client only!

Demands deal with a special kind of authorization. You may create a search demand for and assign to any search

client of the database.

Just create a demand by clicking the Demands tab in a search client‟s detail view:

In order to create a new demand click the icon “New Demand” within the Search Demands tab of your search

client.

The content of the demand is entered into the next window.

Note: The mandatory field “Expiration Date” must not be changed manually. It is set to half a year from today by

default. Every time you complete an action that is linked with a contact who has one ore more demands created by

you, the expiration date will be changed – to the date “half a year from today”.

Note: If you create an action for a colleague, only “his” demands will be extended.

Those changes will avoid demands expiring when taking care actively of your search clients.


After having saved your demand, it will be displayed in the search demands of your contact. If you want to see

matching properties immediately, you can start the matching process right now. However, you can of course

continue with the matching process later if you like.


Matching

Select the demand you want to match and then click “Start Search

The following list shows all matching properties. You can now select those property, you want to offer your search

client.

Hint: By switching the view to “Thumbnail” you may get a better impression of the properties.

You will now see the selected properties stated below in the search demands window. From this window you can

create actions quickly and easily. Just select the property and then click the respective icon in the menu bar.


After booking an action resp. sending an exposé, the status of the Matching will change to “Proposed”.

If you want to change the status manually, you can do so by clicking


You can filter the displayed properties by opening the “Filter” and then selecting the status:

Adding properties manually

You may want to add further properties manually, e.g. if you know there is a property that can be of interest even

though it does not match the search demand.

Select a demand, then click “Add Manually” and follow the search process. By assigning the properties to existing

demands you can avoid to miss them.

Select the favoured properties in order to add them to the matching list:

Properties that were added manually are displayed italic.

You will find all matching properties when clicking the button “Start Search”.


Checking for new Properties

New properties are added to your database frequently. In order to check if any new matching properties were

entered since you last checked the search demands, just click the button “Check for new properties”

All matching properties will still be displayed when clicking “Start Search”.

Matching

Having created the demands you can also see from the properties‟ view to which client would probably match the

property. To do so, call a property and open the detail view. Now click matching in order to look up the clients

matching the search demands of the property data:

The resulting list may be specifically browsed for names or A,B,C. Subsequently, click Search for limiting the list

view.

Users having an office manager authorization can further filter the view choosing either All or My Demands.

Agents will by default settings see only contacts carrying a demand created by the Agent.

You may tag the contact in this view and create additional actions by the icons situated above.


5. Actions

GO!3 offers a variety of actions that can be used for contacts and properties. Those actions are based upon the

actions that are carried out every day.

The easiest way is to book the action directly from the matching tab (either form the search demands of a contact or

the menu “Matching” of a property).

Select the data set you want to book an action for and then click the respective icon in order to create the action.

Note: When matching within a contact’s Search

Demands tab you can only book actions if search demand

and property are “created for” you.

However, you can of course book actions with all contacts

and properties when starting from the properties or contacts.

You can also create action directly from the details of a

contact or property (tab “Actions”). You will then have to

link the property or contact manually.

Action Types

There are following appointments in GO!3:

An appointment can be created without linking a contact or property.

For a Viewing, you will have to link one contact to one or several properties or projects.

For an Open House, you may select one or several contacts but link to a single property only.


Following “sub-types“ can be used for “Appointments“

Valuation Appointment with the seller in the property itself

Notary Appointment once a sale has been closed successfully

Miscellaneaous

Price Modification Appointment with the owner in the property itself

Listing Presentation Appointment with the owner in the Shop

Tasks

You can use following tasks in GO!3:

Action type Usage

Active Buyer Contact Activity with a buyer with concrete result(s), e.g. weekly calls, call after

viewing, listing presentation with the owner in the shop

Active Seller Contact Activity with a seller which leads to concrete result(s), e.g. meeting in the

shop, telephone call which leads you closer to a deal

Follow Up Activity when the result is yet to be achieved, e.g. simple phone call with a

buyer after the viewing, exposé was sent, without a result yet

Incoming Buyer/Seller

Contact

Buyer / seller calls us, walks into shops, calls because of sign / ad etc.

To Do

Activity Report Recording of mailing to clients

Acquisition Recorded to display the date / time of the complete acquisition of a

property (status “Active”)

Place advertisement Recording an ad placement

Price-reduction Making a record of the date / time of a price reduction

Ownership anniversary Follow-up entry for a property, e.g. expiry date of a leasehold agreement,

for planning after-sales activities

Miscellaneous

Action status

Actions may have following statuses:

Open

The action was planned but not completed yet (e.g. an upcoming

appointment).

Open actions can be displayed as deleted and undeleted if needed.

You can add feedback to open viewings, before completing them.

Completed

As soon as an action is completed or the appointment took place, the status

shall be changed into “completed”.

Completed actions cannot be displayed as deleted.

Feedback of completed viewings cannot be changed anymore.

Cancelled

Cancelled actions can be edited or labelled as deleted. Thus you could for

example cancel an appointment and change the status into “Open“ again once

a new appointment was found.


Viewings

A viewing always takes place with one contact and one or more properties.

As long as the viewing status is “Open“ you can add feedback for this viewing. Once the status is set “Completed“

you cannot add feedback anymore.

The given feedback for the viewing is inserted automatically when sending a viewing report.

Thus, the feedback serves two purposes:

You can send your feedback to the owner automatically and you generate a precise picture of the search clients‟

demands. Thus you will be able to offer a high level of service.

6. Internet Profiles

It is possible to create internet profiles for each property. Those profiles can be published on the E&V Homepage,

your subdomain and further portals. You can create as many profiles as you want for each property.

Please find following an instruction on how to create an internet profile:

To create an internet profile open the property. Click on the button “Internet Profiles” and then click the icon

“New”.

Some information that was entered fort he property are already being adopted into the profile.

Fill out the other fields or change them if necessary.

As soon as having added a description for one language, the same field appears another time. Thus you can create

the description in several languages, too. If the fields were filled out in the Marketing section of the property, the

description will be inserted automatically. The customer will then be able to read the description in different

languages when switching the site language i.e. on the E&V Website.

At the end of the edit screen, you can select the portals you would like to publish the property on („Others‟ is

shown for technical reasons and has no functionality here). You may select several portals to upload to different

portals at once:


Note: You may create several profiles for a property if you want and thus are able to have i.e. different descriptions

for the portals you will upload the profile to. This could be useful if you know about the special characteristics of

the target groups generally using the website. You can also copy existing profiles, edit the text and select only the

portal(s) where you would like to publish to.

Complete the process by clicking Save and Close.

Usually the profiles will be online within a short time delay on the E&V Website. The other portals will be updated

each night (German Time).

The internet profile is now being saved and will be opened in the detail view, tab „Photo Manager‟, within

„Profiles‟ menu (sales or letting depending on property type).

All photos that were uploaded when creating the property, are displayed in the Photo Manager. Chose the pictures

which you would like to publish on the portal(s) by checking the box in front of each picture. Click „Select All‟ to

choose all pictures to appear on the website(s).


Use the arrow to move selected picture to the website or to remove them from the website i.e. for existing

properties.

To order the pictures on the websites you can use the checkboxes and move the pictures up- or downwards. The top

picture will be the first to be seen on the website, the others will be next.

Make sure to repeat selection for all types of pictures (Floorplan, Sitemaps). The clients will then be able to select

the different picture types on the website as well. To see also different picture types uploaded, use the Photo

Container dropdown above.


Land Register Map will not be used in Residential.

Click Save & Close to finish. You will be forwarded back to the Property Details and see the profile.

Within the Internet Profiles Tab (Property Details) or Internet Profiles Menu (Navigation bar) you can open the

details of an internet profile, edit, copy or delete profiles.

Property Details Navigation bar

NOTE: Several fields will be directly taken from the property details and be sent to the website without being

editable displayed in the internet profile.

After creating the profile, you can see which fields will be transferred to each website. To do so, open a profile in

detail view and select the portal you wish to receive the information about:


All shown fields are transferred to the corresponding website. Fields with a red star in front are mandatory.

If those are not filled, the property will not be published!

Deleting Internet Profiles

To delete a profile from a website, open the profile in edit mode and uncheck the portal box(es).

You can also delete a profile in GO!3 by clicking . It will still be in your database, though, but is hidden per

default from the Internet Profiles Browse view. By searching also for deleted profiles, you can review deleted

profiles and also undelete if necessary:

Search for deleted Undelete

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