You can learn about new registrations several ways:
1. We can send a message to your cellphone if it has an email address (this would include basic prospect info like name and phone # so you could follow up right away if desired).
2. We can send an email to any email address you like (normally we send it to the main project email address, and this will include ALL the registration info, not just the name)
3. You can see immediately on logging in to Intersoft, how many new people have registered (prospects and agents). Look for "Search: Prospects (156 - 3 new)" and below that "1 new agent has registered", for example. You can then click "Most Recent", then Search Now, to see the new prospects at the top of the list.
Note that this is based on when you last logged in. So if multiple users are using the same login, prospects that are new to you may not be considered new by the system.
4. Prospects that haven't been viewed in detail will have an asterisk on the left side e.g. *1 instead of 1, in the Basic View. This goes away the first time the prospect details are viewed.
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Addendum:
For quite a few reasons, we require salespeople to send all email to prospects from within the system:
Emails sent from the system..
- are tracked in the prospect's record
- provide feedback about whether the email was read or not
- take advantage of the Templates and Text blocks for a quicker, more complete, comprehensive reply
- take advantage of available Attachment links to send additional documents and media links
- allow prospects to Opt Out with one click.
- ensure that bouncebacks can be processed reliably
- ensure that replies are received back into the prospect's record
- ensure that all salesperson activity can be summarized and reported.
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