Overview: What Is This Training All About?
Course Description:
In this course you will learn how to enter a new contact, setup a saved search, and how to setup email notifications. You will also learn how to setup a Collab Center notification and how to utilize Collab Center effectively.
Course Outline:
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Module 1: Getting Started
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This module will cover the basics of navigating to the contact manager and creating a contact in Paragon.
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Module 2: Saved Search
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This module will go over ways to setup a saved search to be used for notifications.
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Module 3: Email Notifications
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This module will cover how to setup email notifications for a contact.
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Module 4: Collab Center
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This module teaches how to setup Collab Center notifications for a contact, how to navigate Collab Center, and finally how to utilize Collab Center to the fullest.
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Module 5: Support
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This module will go over further resources for support when using Contact Manager & Collab Center.
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Module 1: Getting Started
There are a few options when it comes to logging into Paragon. The first is found on the WVMLS website (www.wvmls.com) by scrolling down on the main page you'll find a navigation carousel. Clicking on the Paragon Login button will take you to the login page.
The second is found by clicking the Member Login link at the top of the page then navigating down to the Paragon Login Banner a little down the page.
These will take you to the Paragon Login screen (pictured below). Here you will input your username and password and login into Paragon.
Module 2: Saved Search
Starting A Search
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Clicking on Search in the top navigation of Paragon will open a drop down menu. This menu has 3 different columns labeled: Search By Class, Specialty Search, Saved Search.
For the purpose of starting a search we will only focus on Search By Class. Under this column you can choose which class to search by or if you want to do a search across multiple classes choose the bottom Multi-Class option.
Search Tab Navigation
At the very top of search page you will see a tab navigation. This has three elements:
Criteria, which will automatically be selected and is how you navigate back to modify the search criteria
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Map Search, this is another way to refine your search criteria to learn more about how to use this take the Paragon 101 course which goes in-depth on how to search in Paragon.
Run Search, this is will take you to your results view if there are any results.
Top Navigation In Search
Below the Tab Navigation is the Top Navigation of the search page. This navigation has a number of drop down menus on it starting with...
Load Search, this drop down allows you to load any saved search or load your default search.
Customize, this drop down allows you to customize the fields and containers present in the Search Criteria section.
Last Search, will bring up a drop down of the last five searches you've done.
Save Search, this allows you to save the search. Both options operate the same with the notable exception of Save Search As not having a prefilled in search name.
The next to last options are Open All and Close All which affect the search criteria section and will open all containers or close them.
The last section shows a count of the amount of results as you enter in criteria. Clicking count will refresh the number if it doesn't do it automatically and click search will take you to the results tab.
Module 3: Email Notifications
Navigating to Add Search For Contact
To begin setting up an email notification we will navigate back to the Contact Summary page that we went to in Module 1. On this page we will click the Buyer Activity section to expand the drop down menu. Here we will be greeted by the Agent Recommended and + Add Search sections. For our purposes we will click on + Add Search
Adding A Saved Search For Contact
This will open the Add Saved Search section which gives us two options: Add New Saved Search or Load An Existing Saved Search. Both are fairly self explanatory but let's dive into each option.
Add New Saved Search
This option will bring up a pop-up box which asks you to choose which class you are creating this search for. After selecting which class you will follow the same steps outlined in Module 2 to create the Saved Search.
Load An Existing Saved Search
This option will bring up a pop-up box which asks you to choose which saved search you want to associate with this contact. Checking the box next to the search and clicking Save will then associate the search with the contact.
Module 4: Collab Center
Navigating To The Contact Notification Settings
In order to setup Collab Center for a contact you will first navigate to the saved search you've assigned to your contact. When here you'll click the drop down menu under Automatic Notifications and select Collab Center.
Setting Collab Center Options
After selecting Collab Center the information will refresh and you'll be greeted with a blue Send Welcome Message and a blue Options link. To start we will go into the Options link.
In here we can affect a number of different things. From top to bottom:
Client Email Options: Clicking Message Body will allow you to add a custom message to go out with the recurring email notifications for Collab Center.
Notification Date Range: This is where you set how long you want the notifications to go out. This will be affected by your preferences but the auto default is the maximum time which is 12 months.
Notification Trigger: This is where you can alter what triggers a notification to go out.
Client Notifications: Here you can set the notification to go out immediately or at sent intervals (I.E. Daily) which is called Recurring.
Agent Notifications: Just like Client Notifications this affects the frequency of the notifications.
To:, CC:, BCC: These act the same as an email and are used to specify the recipients.
Subject: This is the subject line for the emails that go out. You can alter this to a custom subject.
After we have set our options the next thing to do is to send the Welcome message to finalize the setup of Collab Center.
Module 5: Support
If you'd like to learn this information in a live class environment use the calendar below to register for the next upcoming monthly Contact Manager and Collab Center class:
At WVMLS we are here for you! If you have any questions, suggestions, or help of any kind give us a call at (503) 399-8657 or email us at support@wvmls.com.