Chapter 27 - Processing A Seller's Progress Report

Marketing Tab Data

Must enter a check mark in the Mark Active for Marketing block

The Marketing Tab records the inbound/outbound activity for a Seller Progress Report (Letter)

Inbound activity

1. Call Events:  Typically entered through the Work With Prospects Icon in Prospects Tab
2. Showing Events:
3. System will automatically populate a s showing event for items entered via the Showings Tab of the listing’s property record
4. if Showing Tab is not used, events must be entered directly via the Marketing Tab of the listing’s property record
5. Non Call:  Entered directly via the Marketing Tab of the property record

Outbound activity:  Entered directly via the Marketing Tab of the property record

Must setup activity and media type entries (See Sample Marketing Tab on next page)

1. Add items to activity list by inserting mouse pointer in an activity field and double clicking left mouse button:
2. Brings up Action Types entry screen
3. Select "New" to create new activity and "Done" to save it
4. Can replace an entry by renaming it
5. Entries are displayed alphabetically

1. Add items to media list by inserting mouse pointer in a media field and double clicking left mouse button or select Add New Media button:
2. Brings up Media Types entry screen:
3. Select "New" to create new activity and "Done" to save it
4. Can replace an entry by renaming it
5. Entries are displayed alphabetically

Enter activities

1. Enter date of transaction
2. Select activity type
3. Select media type
4. Enter any notes for transaction (Note entries are normally displayed on the Progress Letter, but can be hidden by inserting an asterisk  [i.e., *] at the beginning of the note field for that transaction)

A set of default activities should be entered into the software for each property type (e.g., residential, vacant land, etc...) in order to make the Sellers' Progress Reports as accurate as possible for the initial issuance.  Be sure to list advertisements and Internet sites as applicable.   (See Appendix J-1)