1. Install your
software. I recommend that
you choose "No" to Web-Register until after your
computer has re-booted. After you computer has
re-started, choose "Webreg" and follow the
Registration process. Remember, the Name that you use
in the Registration Process will appear on every
Letter, Email, Postcard and Flyer that you prepare.
If you have a Team Name, you can Register as the
team. You cannot Register as a Company. You can also
Register in 2 names, e.g. John & Mary Smith or John
Smith and Mary Jones.
2. Using the
instructions in the online manual, setup your software
correctly: Change Agent and Company Information; Add
any Assistants that will be using the System; Add
Additional Lookup Fields; Add your list of Categories;
Edit Picklists.
3. Set up your
Standard Page Setup for form letters. Change all of
the Form Letters to fit your letterhead using C:\OLS\LTRFMT32.EXE
4. Personalize your
Default Letter template.
5. Import Contacts
from other software.
6. Make your first
backup.
7. Start entering
Contacts in to the Contact Manager. Sphere of
Influence, Past Clients, Leads, Professional Contacts,
Current Sellers, Current Buyers, Service Providers,
Other Agents. Don't forget to categorize! By the
way, this is a great time to phone and say Hi!
8. Begin scheduling
individual Activities. Birthday reminders, etc.
9. Learn
to look up Groups of contacts. Learn to print form
letters, labels and reports.
10. Start Adding
your Listings.
11. Start Adding
your Transactions (Deals).
12. Start designing
Activity Plans: Sphere Follow Up; Past Client Follow
Up; Leads Management; Listings; Closings; FSBO; etc.
All of our
clients receive free Email,
phone and LiveHelp Assistance
from RealtyStar and you are welcome to call anytime. We recommend
that you renew the manufacturer's Annual
Technical Support.
While we do our best to help clients at no charge
we cannot always be immediately available
and we should not be considered your only line of
support. Once
you register your software, technical support will be
available.
To renew your technical support after your
free support expires, click here.