Administration

Resources

1.       HarcourtsOne Introduction
i) What is HarcourtsOne for Administrators?
ii) Setting Up Your Computer To Avoid Problems
iii) Personal H1 Settings
iv) Header / Quick Actions
v) Modules
vi) Personalising your HarcourtsOne
vii) Webmail

2.       Building a Database
i) Creating Groups
ii) Tasks / Contact History / Notes
iii) Currently Looking For / Buyer Matching
iv) Contact Management / Quick Actions
v) Smart Search / Groups

3.       Adding Appraisals / CMA
i) Building an Appraisal
ii) Convert to Listing
iii) Reports

4.       Maintaining Listings / Vendors
i) Adding New Listings
ii) Adding Open Homes
iii) Buyer Matching
iv) Inspections
v) The Harcourts Promise / Vendor Feedback Report
vi) Vendor Letters / Reports
vii) Quick Print Marketing
viii) Listing Sales Reports / Search

5.       Task Management
i) Task Tab
ii) Contact Trails

6.       Marketing Methods
i) Email Marketing
   - Adding Custom Snippets
ii) SMS Marketing
iii) Mail Merge Marketing
iv) Campaign Track
     - Adding Suppliers
     - Supplier Set Up Form
     - Ordering / Recording Marketing
     - Quick Order Agent / Office Marketing
     - Design / Approval of Products
     - Agent View Listings Budget
     - VPA Contributions
     - Reports

7.       Reporting
i) Reports Tab
ii) VPA Marketing Tracking / Campaign Track

8.       Adding a New Staff Member
i) HarcourtsOne Settings / Process
ii) Physical Office Procedure

9.       Resources
i) Library
ii) eAcadamy
iii) Products & Services
iv) Brand Standards Website
v) Harcourts Newsroom
vi) Harcourts eBooks
vi) Harcourts International / Quick Facts
vii) Harcourts Australia

10.   iPhone & iPad Applications
i) Mobile Agent
ii) eInspect

11.   Office Website
i) Building / Editing Office Websites
ii) Google Analytics / Tracking
iii) SEO
iv) Meet the Team

12.   Social Media & Online Presence
i) Facebook
ii) Twitter
iii) LinkedIn
iv) Blogger

13.   HPS
i) HPS Reporting
ii) HPS Trust Accounting
iii) Installing HPS on Windows 7

14.  Misc Setup
i) Creating HTML eSignature