Watch the video below to learn how to navigate through your Agentbox system:
See below the Agenbox overview diagram with numbers and its corresponding explanation of the functions:
1. Quickly search and access your listings, projects, contacts, properties (prospect records) and staff using a minimum 3 character search.
You can access the various sections of the database via the Main Menu, each menu item will open up a corresponding Left-Panel.
From left to right:
Dashboard
The Dashboard displays a users current pipeline, Targets, Reminders and Agentbox Announcements.
My Office
In My Office you can edit the office contact details which will update the website, letters, e-newsletters and brochures. You can add/edit staff and their details which will also update the website and media, delete staff members and reassign their tasks, properties and contacts, communicate to staff via email, e-newsletters or SMS etc.
Properties
In Properties you can add/edit your listings, appraisals, prospects and create projects. Add OFI time, log enquiries and feedback from OFI's create inspection/vendor reports, create brochures, letters and e-newsletters, conduct advanced searches and print reports etc.
Contacts
In Contacts you can add/edit your contacts, run advanced searches to send bulk communications e.g weekly e-newsletters, mail merges or create reports, send emails e-newsletters and SMS direct to a contact, log property feedback from an inspection by appointment, update/edit their property requirements, create tasks and add notes, view their related properties and properties they have inspected etc.
Tasks
In Tasks you can view your current, upcoming, overdue and completed tasks. You can print a report, bulk complete, create a task, or apply an activity schedule. You can also add or edit an activity schedule template and much more.
Leads Capture
With Leads Capture you can capture listing enquiries from Realestate.com.au, Realcommercial, Domain.com.au, Commercialrealestate.com.au, Allhomes.com.au and Inspect Real Estate direct into your database.
All Leads appear in Agentbox within minutes of initial enquiry ready for processing. Depending on Office policy, Leads can then either be qualified manually or automatically converted to a database contact & corresponding buyer enquiry record against the listing.
Configure your lead processing to automatically add specific Contact Categories, Mailing Lists and even add Buyer Preferences to new contacts based on the listing they enquired about.
*Note: This feature is only accessible if your office has been set up with the Leads Capture module.
Website
In Websites, Master users can edit text, feature properties, re-order staff add/edit testimonials and much more on their website.
*Note: This feature is only accessible if your office has an integrated Agentbox Website.
Reports
In Reports you can generate stock-list and open home reports, pipeline reports, lease and sales reports, property, contact, performance reports etc.
Performance
In Performance Master users can view the office performance and individual agent performance in a snapshot. Regular users can view their own performance figures.
Prospector
The Agentbox and integrated RP Data prospecting tool allows you to set up core areas, add properties to your database with a single click, prospect to properties in your core area via your database and/or RP Data.
*Note: This feature is only accessible if your office has been set up with the Agentbox Prospector module.
Sales Trust
In Sales Trust, users with access can log all receipts, payments etc against separate ledgers, reconcile periods and produce accurate audit reports.
*Note: This feature is only accessible if your office has been set up with the Agentbox Sales Trust Accounting module.