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eGO Academy › Real Estate Software
Opportunities are business possibilities that match a contact’s preferences to one or more properties in your portfolio.
All monitoring and necessary actions to close a deal are done in the ‘Opportunities’ tab.
In each tab’s right sidebar, the user will find the ‘Quick Search’ feature. This ‘Quick Search’ allows the user to customize search filters according to their needs and according to each specific tab.
Users are basically all individuals that work in the same company.
The application manager can create new users and enable access to the eGO Real Estate platform.
Tags provide a useful way to identify and create a specific group of properties, contacts and/or opportunities. Tags make searching for data in eGO Real Estate easier and quicker.
By clicking a tag, the application automatically filters properties, contacts or opportunities with this tag associated.
Contacts are basically a record of an individual or company. Contacts can be a lead, a customer, a partner, a staff member, etc.
Contacts can be added in one of two ways: manually or from leads.
The overall settings are information details regarding your company.
The first step the application manager should do is complete the overall settings of the company with as much information as possible.
Each application user has the possibility to automatically add the emails sent to a specific customer via Outlook, Gmail or others, as a note in that customer’s contact form.