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You can create an automated task to send an email to your agents for these :
Split Commission Plan Renewal Reminder
Alert email to agents
Notifications to active agent for new listings
Remind agents of missing documents
Remind agents of missing documents - LAST REMINDER
Notification of status change for transaction report
Agent Monthly Report
Activity Summary Report
Here is the step to follow to view your existing automated task list or to create a new one;
Administration > Setup > system Tasks
To create a new automated task you must click on ''create+'' at the top of the page;
Then this page will open;
You must select the new task and then click on next
1. Split Commission Plan Renewal Reminder
This is a task to send an email to agents when their commission split plan renews.
This page will open, you must fill in the required fields;
1.
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Letter template: Select the letter template you want to use.
Notification type: Email or SMS
Nb of days before plan renewal: How many days before you want to send the plan
User: Using the arrow and selecting the user move it to the right so that this task is active for this user
Once all required fields are completed, click on ''Save and Close'' your new task ( Split commission plan renewal reminder ) will now be active.
2.Alert email to agents
This is a task to send an email to notify agents of transaction or listing deadlines.
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Recipient: For all brokers or for specific brokers.
Sales conditions: Number of days before completion Due Date: put a number
Sales conditions : Number of days before Due date: put a number
Include conditions where the buyer is represented by another agent: yes or no
Listings: Number of days before expiry date :
Once all required fields are completed, click on ''Save and Close'' your new task ( Alert email to agents ) will now be active.
3.Notifications to active agent for new listings
This is a task to send an email to your agents when they have new listings coming into NexOne.
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Notification type : Email or SMS
Once all required fields are completed, click on ''Save and Close'' your new task ( Notifications to active agent for new listings ) will now be active.
4. Remind agents of missing documents
This task is to send an email to your agents when they are missing mandatory documents in their files.
This page will open, you must fill in the required fields;
1.
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Letter template: Select the letter template you want to use.
Verification type: Do you want the missing documents email to be sent
Add director to the email: Do you want the director to receive the email as well?
Number of days for listings : After how many days that the listing exists that you want the notification to be sent.
Number of days for transactions: After how many days the transaction report or transaction exists that you want the notification to be sent.
Once all required fields are completed, click on ''Save and Close'' your new task ( Remind agents of missing documents ) will now be active.
5. Remind agents of missing documents - LAST REMINDER
This is a task to send a final email to the agents for their missing documents in the various files.
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Letter template: Select the letter template you want to use.
Verification type: Do you want the missing documents email to be sent
Add director to the email: Do you want the director to receive the email as well?
Number of days for listings : After how many days that the listing exists that you want the notification to be sent.
Number of days for transactions: After how many days the transaction report or transaction exists that you want the notification to be sent.
Once all required fields are completed, click on ''Save and Close'' your new task ( Remind agents of missing documents - LAST REMINDER ) will now be active.
6. Notification of status change for transaction report
This is a task to send an email to your agents when their transaction report changes status.
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
You must select the recipients by sliding them to the left and for which status you want them to be notified by sliding the status(es) to the left
Once all required fields are completed, click on ''Save and Close'' your new task ( Notification of status change for transaction report ) will now be active.
7. Agent monthly report
This is a task to email the monthly report to your agents
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Recipient: Alle agents or specific Agents
Once all required fields are completed, click on ''Save and Close'' your new task ( Agent monthly report ) will now be active.
8. Activity summary report
This is a task that sends the summary activity report by email.
This page will open, you must fill in the required fields;
Recurrence: Daily
Start date: From what date do you want the task to be in effect
End date: If you don't want this task you have to make it inactive and put an end date.
Process time: At what time you want the email to be sent.
Active: yes or no
Immediately send email : yes or no
sender : Select who will be the sender of the email
2.
Recipient: For all agents or for specific brokers.
Date Choice: Your report will be based on the date of the listing/transaction or the date it was created in the system
Show referring agents: Yes or No
Display outside office agents: Yes or No
Listing and transaction selection type: New listing/transaction in current month or by a specific number of days
Display MLS #: Do you want the #MLS in the report Yes or No
Display transaction status: Do you want the transaction status on the report
File Format: In what format you want the report to be sent
Transaction Status: Select the transaction status you want on the report
Board modification: What change in centris you want on the report
Print Percentage and Amount of Total commission: Do you want on the report yes or no
Print Percentage and Amount of Listing Side: Do you want on the report yes or no
Print percentage and amount of selling side: Do you want on the report yes or no
Once all required fields are completed, click on ''Save and Close'' your new task ( Activity summary report ) will now be active.
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Done! |
