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Collaborations

Its been a while since my last post, so I thought I would post something that seems to be a popular support post at the moment ......... COLLABORATIONS.

Within proptrack you are able to create collaborations between agents and developers.  To create an agent collaboration, for example, goto the collaborations tab (Settings/collaborations) you will see a list of all agents in your region.  You can search for other regions using the 'advanced search' option.  If you want to see a list of your collaborations, click on the link on the right hand side 'my agent collaborations', from here you can see your active collaborations (default) as well as your pending and rejected collaborations.  If any agents have sent you a collaborations, they will be displayed in the pending collaborations section.

To collaborate with an agent, click on the agent name, you can then click on '+ approach to collaboration'.  Complete the details in the popup box and send the collaboration over to the agent.

Please note:  To finalise the collaboration, the other agent must click on 'accept'.  The collaborations created in proptrack are not bound by any legal agreements, therefore it is recommended that you also followup the collaborations within proptrack with your standard agency collaboration paperwork.

We have had some comments that some agents are slow to confirm collaborations.  It is always recommended that you followup your collaboration with an email of phone call to the agent.

To ensure that you do not miss a collaboration coming into your agency, ensure that the widget 'sharing manager' is added to your desktop (on you desktop page, click 'add widget' and then select 'sharing manager' from the list on the right hand side), you will then be able to see on a daily basis agents that wish to collaborate with you.  Each time a collaboration is sent to an agent from you, it is backed up with an email directly from proptrack, but this email may be missed by the other agent, therefore it is always good to followup the request with personal contact.

If you have any questions, please do not hesitate to ask them here on the forums, or alternatively raise a support ticket from within proptrack using the support link on the top right hand side.

 

Published 21 July 2008 14:20 by proptrackgirl

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