Presents

Contact Management System and Photo Gallery

Services Nevada

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CMS Advantages

With a web-based system you have access to your Book of Business from any computer on the net

You are able to access your contact system with any Palm phone or Internet-enabled handheld PDA device

Located on the Windermere WORC Site so you have access from any computer

It saves time – once you’ve entered the information on each client, you have a quick and easy access to vital information

Better ability to build a referral base – you can track the history you have with each customer and client, and those who they refer to you, creating a conversational relationship and a way to build your business

Anticipate market changes – a well maintained database help you anticipate market changes and adapt your business practices when necessary

You can now import and export contacts to and from your CMS

Create long-term income – CMS allows you to use the database to generate repeat business

Top of mind awareness – your database is easy to pull up when you’re ready to send out personal marketing mailers

Make more money – better knowledge about your clients, customers and market data help you provide better service, which ultimately leads to more income

Build your “Book of Business” – the most important idea is to make the CMS program work for you so that ultimately you create a database of value (your Book of Business), which you can sell when you leave real estate or retire.

Access to all of the tools available via Windermere CMS system is located on Windermere’s WORC site

There is a one time fee of $75 for the use of the CMS features and benefits

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Adding New Contacts

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Fill in the necessary information and click Save and add another to input your

clients

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With the Import/Export feature you can import contacts from any source

that has .csv format

Select the subdivision that you wish to download into CMS and then hit see results

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Sort by whatever column you wish then go to Print Labels and download

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Your records will download and you can save them to your files. Your system saves the names in the

correct format for uploading to CMS

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To import, go into the WORC and click on Import/Export

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Find your file and open it

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When you have the file in the system, just click continue

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This import template will come up and you will match data

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Once you have matched the data, click continue

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It will ask you if you want to put the data into a category. Click where

appropriate

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Select an existing category or create a new one. Click continue

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Now your data is imported!

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Note: You have to move the first and last names and the house #

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All you do is move the names and House # to appropriate section of

contact record

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To export, you do the process in reverse. Select the category to

export, click continue

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Once you have made your selection and clicked continue, it will show you your

choice. Click continue again!

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You will be prompted to save the info. Name it and save it!

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After a little manipulation of the data, you will have your exports

ready to go

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To view and search for Contacts

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You can send a quick e-mail to clients from this site

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In order to set up your Visibility Plus or Sphere of Influence mailings, just click on list all and select participants, then

update mail lists

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To add a category to your CMS, just go to contacts, click on view/search and add

a category and save

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To Edit or Delete a category, just click edit and this will pop up

Edit

Or Delete

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From the address book, you can add new clients, go to an established client or make changes to an existing client

Just click on the alphabet letter and select your contact

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Editing Contact Information

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More Editing of Contact Information

This section of the contact information can be

priceless. Here is where you put birthdays,

anniversaries and last transaction date

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Deleting Contacts

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Now let’s add a TO DO to our client file

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You can sort your “To Do’s” by Priority, Type or Title

Then check the box on the list and this screen pops up and you can save your “To Do” in client

history

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You can add notes to your client files and make the notes private or

not

Click on add a note, write it to the file and indicate private or not

and save

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Here is the history of all the activities that you have complete in the client file

If you want to add a quick history item, just click on add and make your notes and then

save

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You can send letters, fax cover sheets, envelopes and e-mails to your clients

by going into letter

You also have a text editor so that you can

customize your letter or e-mail.

Once complete, merge and

send or print

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You also have a Report function to send Activity Reports to your clients

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Online Collaboration is fabulous for keeping in touch with your clients

Once the client either logs in or creates a

myWindermere account, they will be

automatically attached to your contact information on

www.windermere.com

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Referral Directory – You can look up any Windermere agent in any state on the Work

Site

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You have access to a Directory of your clients

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Mail Merge

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The final result is a personalized letter to your clients that looks like you hand

typed each one

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Add a new letter

Write your letter, name it and save it

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Or Edit a letter that exists. Make the changes and save

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Setting up your online newsletter mailings

Go to your website and click on the web address of

the Newsletter and copy

Then go to the Work

site and mail

merge

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Complete this and e-mail it to your clients on a regular basis

Once you hit merge, the e-mails will automatically

be sent!

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Label Merge

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Once you click merge, you have labels to print

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You can send out Windermere Quick Cards

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You can order Quick cards for $19 per ream and this will print out 2 cards

per page

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Exporting your contacts from CMS to Custom Express

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Click open and it will sort your clients in Excel

You can then import your clients into

Microsoft Outlook, Visibility Plus, a Palm

Desktop or Custom Express

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The Work Site Calendar Day View

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How to add Appointments

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You also have a monthly calendar

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Day A Calendar Printout

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Day B Calendar

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Weekly Calendar

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Monthly Calendar

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CMS To Do’s

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Adding To Do’s

Type in your To Do and Save it

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Master Action Plans

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Create a Custom Master Action Plan

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Associating Listing Action Plans to Clients

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Once you have associated an Action Plan to your client, 2 new links will be in the

contact info

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Print your Listing Action Plan

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You can put the listing in Pending Status or click a To Do and then save in history

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When you have listings, you will have Action Plans. Click into one and edit

individual action items

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CMS Fast Flyers

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If there is more than one listing in the database on Coral Way, select the

appropriate one

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Select the Flyer Format that you want

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The data you have entered will pop up

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This beautiful flyer is right at your finger tips

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Photo Gallery

The Photo Gallery tool gives you the ability to display multiple interior & exterior photos of a listing; a terrific way to attract Web-savvy prospects

It is an integral means of providing exceptional real estate services to clients

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How the Photo Gallery Assists Buyers

Presents a more complete representation of a listing

According to NAR, over 95% of buyers shopping for homes on the internet find multiple photos very valuable

Windermere’s Photo Gallery gives the agent the ability to display multiple interior & exterior photos of listings

Photo Gallery offer unlimited property photos

Buyers can send the Photo Gallery to friends & family via e-mail

All images can be printed out at once allowing buyers to easily share photos with others

Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by buyers

It’s not just the house that makes a home! The Photo Gallery is the perfect way to showcase areas of interest in the community

The Photo Gallery can be used as buyer’s preview for out of town buyers

The Photo Gallery is tied directly to the listing on windermere.com, making multiple photos just a click away for buyers

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How the Photo Gallery Assists Sellers

Photo Gallery is the best way to increase the number of people who view property listings, allowing greater exposure for the seller’s property

It offers unlimited property photos

Windermere’s Photo Gallery can be sent to potential clients via e-mail

The Photo Gallery is linked directly to the seller’s listing on the windermere.com web site

Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers

Windermere’s Photo Gallery tool gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web-Savvy prospects

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How the Photo Gallery Benefits the Agent

Photo Gallery is the best way to increase the number of people who view property listings It offers unlimited property photos

This tool allows the agent to display multiple photos of their listings and to use descriptive words to further enhance their listings

Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers

The Photo Gallery gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web savvy prospects.

By utilizing the Photo Gallery tool on listings, the agent is able to produce more professional looking photos and listings

It can be used as a listing presentation tool: the agent can create a Photo Gallery that showcases their expertise in finding the right angle to capture the best features of a property. The agent can them e-mail that Photo Gallery to their client prior to the listing presentation as a way to demonstrate yet another reason to choose that agent over other real estate agents.

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The first thing you will want to do is enhance your listing on your

worksite

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The MLS does a daily sweep for windermere.com, so you don’t have to put your listing in manually. But you

can enhance them and should!

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You will begin to enhance it with price, heading and comments that will appear on windermere.com

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Here is where you will find the Open House function of the website

Input the day and the times of the

Open House and it will appear on

windermere.com during the week of

the Open House

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Once input, the Open House will show up on the website

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Continue inputting or updating your information

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The last thing you want to ensure that you do is add the listing to the

windermeredestinations website

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Click on edit Photo Gallery

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Once you have clicked on add, this screen will pop up and you will complete all of the

information required to set up a Photo Gallery

Note: It is imperative that you check Auto activate or the system will

not download from MLS

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When you have set up the beginnings of your Photo Gallery, this screen will appear. Click on main photo to add

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Click on browse, find the photo and input it

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Once input, “successful image upload” will show

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Now go to add a section

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This screen will pop up for you to add a section to the gallery and click continue

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Once you click continue, your new section will be created

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Now, click on add photo

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Click on Browse and find the picture that you want on the listing in your file

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The name of your picture should show up in the space and then hit upload

files

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When completed, “Successful image upload” will appear

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Add Multiple Photos and click upload photos

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Your photos will show up on the gallery and then you can put them in

the order you want

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Select the heading you want on the pictures and then write a description of

the benefits and then update

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Click browse, hit thumbnails and then select a picture

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To change the order of the pictures, just number them and hit update. Their order will

change!

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Preview Photo Gallery

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Changing the MLS Number

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You can copy the Gallery and have a Template for your own use

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Now you have a template to use for listing presentations and any other

purpose

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If you choose to move the gallery to another agent, just click on move and then enter the other agents name or 3 letters in their last

name

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Or you can e-mail a Photo Gallery

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You can archive (delete) a Gallery

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Once archived, if you choose to recover it, you can. Just select a Gallery and

recover it!

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The Photo Gallery now looks like this on Windermere.com

Please note that Janice has 51

pictures of this home in her

photo gallery

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When a consumer clicks on large pictures, this is the new look of the

photo gallery

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All of this fabulous technology is right on the Windermere work site and is available to you 24 hours a

day, 7 days a week. Don’t miss out on using these state-

of-the-art tools!