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eGO Updates

eGO Real Estate Updates – June 12th 2014:

NEW – Summary of the exports made

– Possibility to view the properties exported/selected to export as well as those that are not exported. Motive for the selected properties not being exported to the portals is displayed.

Notes and History
NEW – Possibility to categorize notes and create new categories.

Properties
– Possibility to export to the website, properties whose business type is “to rent” and are considered “Unavailable”.

Booking properties
– Possibility to highlight in orange the bookings on the availability map.

Property Reports
– Possibility to export the commission statistics as a report.

eGO Prospecting
– New search field added: “Freguesia” (Town).

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Update from 06-02-2014

Property Features per floor
– In the property details record, after filling in the information of the number of floors regarding the property, it is possible to define the specific features per floor.

Manage Contracts
– In the “Opportunities” tab, by accessing each opportunity record, contract templates with automatic completion of the information are available. This option allow customizations and upload/download of other templates.

Manage Notes
– When adding a note (in the Contacts, Opportunities and Properties) it is possible to:
– Select a note type
– Manage note types
– Search notes

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Update from 12-12-2013

New “Commission Management” System

Now it is possible to:
– Set Commissions applied by default to all property/business types in the eGO “Settings”;

– Define 3 types of commissions: Office, Broker and Salesperson, as well as edit a specific commission to another intervenor in the business.

– When adding a Property, the commissions applied are the ones set by default, unless you specify a different commission in the property details.

– In the Opportunities, when they are classified as “won”, the commissions applied to the business deal are automatically requested;

– New Lists presented for the Commissions in the “More” tab of the eGO application. Lists are divided into: Commissions to validate, Validated Commissions and Paid Commissions;

Other updates:

– Listing form added in the property details with the possibility to print.

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Update from 28-11-2013

Brochures

– The brochures include the property features;

– Two new templates available with the property details in two langauges;

Editing Property

– The condominium price and deposit payment options are now displayed in the “Business/Price” area, previously only visible in the Private Data area.

– Energy performance certificate is now displayed in the ‘Details’ area, previously only visible in the Private Data area

– Possibility to insert a new contact, with the essential fields, directly when editing a property without having to create it in the “Contacts” tab;

Manage Website

– New feature: “News Editor”. Possibility to create/edit or even sort, news articles regarding your company, directly on your website. (extra plugin)

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Update from 24-10-2013

Notes and Logs:
– Notes are now organized into 2 types: Sistem Notes and Users Notes.
– The logs are presented in a separate tab next to the notes.
– User has the possibility to do a free text search for the notes.

Languages:
– New languages available for the websites: Russian, Italian, Norwegian, Simplified Chinese and Afrikaans.

Manage Website:
– Feature ‘«List a Property» Form’ improved. Possibility to select, according to each agencies business needs, which property types are available on this form.

Settings:
– Possibility to configure the application to only show the property and business types your agency works with.

Tasks:
– Advanced filters: new options that allow to filter tasks by associated properties, contacts and opportunities.

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Update from 05-09-2013

Send properties:
– On the right sidebar of the property details sheet, properties sent by email to a contact/opportunity are listed here.

Properties:
– On the right sidebar of the property details sheet, active opportunities are shown in the ‘Matched opportunities’ field.

Manage Website:
– Uploading files in the ‘Manage Website’ tab improved.

Mobile:
– Possibility to set the permissions of who can see the property when adding a new property on the App.

Brochures:
– Editing brochures optimized.

Tags:
– Process of adding tags to a great number of properties, opportunities and contacts optimized.

Reports:
– Confirmation alert, if no field of the list is selected, to verify if you want to use all properties/contacts/opportunities of your database to create a report.

Send email and newsletter:
– Sending of emails and newsletters improved.
– Mailchimp integration optimized.

Payments:
– Payments in local currency for Venezuela and Argentina.

Help/Support:
– Support area available in the French language.
– eGO Academy Tutorials in English.
– New tutorial that explains what is an opportunity.

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Update from 14-08-2013

Associated properties, opportunities and contacts – Advanced Filters:
– Possibility to search completed sales or rentals on a specific time interval, as well as, search properties with availability changes on a specific time interval.
– Search for properties from the status of associated opportunities.

Opportunities – Advanced filters:
– New filter that allows agencies that manage two or more websites simultaneously to search for the origins of opportunities.

Holiday Rentals:
– When creating a booking/pre-booking, the estimated cost is calculated according to the season and date chosen. It also shows the price summary applied to the property for the selected dates.
– Possibility to edit bookings.

Leads:
– When promoting a lead to an opportunity, a note is automatically added with the information of which user promoted it.

Brochures:
– Possibility to edit and format text.
– Information of the property reference on the brochure.

Opportunities:
– In the Quick Search area, opportunities can be filtered according to the time interval that changes occurr (last 24 hours, last 48 hours and last week).
– Possibility to mark opportunities as “unread”.
– Changes to the opportunity’s status (won, lost, active) automatically creates a note with this information.
– Icon added that indicates how long ago did the last interaction with the opportunity occurr. This information is shown in minutes on the watch with a blue background and in hours on the watch with a white background. The calendar icon is then displayed after 48 hours, indicating this information in days.

Send email:
– Possibility to send an automatic email to potential customers once a property is added with the features corresponding the potential customers preferences.

Property reports:
– The links in the reports are now displayed and grouped by the type of multimedia content of each property. Previously all links were displayed without indicating the type of content (photos, 360 photos, videos…).

Locations:
– Mexico, Colombia and Uruguay locations updated.

Help:
– Information that explain what is an opportunity and how it should be handled.

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Update from 14-03-2013

– In the property details, management of associated, matched and recent opportunities improved

– In Opportunities, roadmap interface improved

– Possibility of listing all potential clients associated to a list of opportunities

– Website content manager improved – new active plugins

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Update from 07-03-2013

– Peformance of multilingual fields improved ;

– Help texts improved ;

– Performance of an agency in different time zones improved ;

– On the right sidebar of the unit details now shows the development associated and all the units associated to that development ;

– Possibility of sending visit forms via email from the ‘Print’ page ;

– Reference number replaced by the name of the potential customer and date of the visit, on the right sidebar of the visit forms ;

– ‘Manage Stages’ option included in the list of opportunities ;

– Texts of automatic emails improved ;

– Possibility of changing the option of an advertising sign in the fast edit of a property ;

– Editing photos on a specific property improved.

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Update from 02-28-2013

– Locations in Spain, Mexico and Peru updated

– Locations in Colombia and Chile introduced

– New format of exporting data by XML

– “Manage website” tab improved

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Update from 02-22-2013

– View of weekly tasks improved.

– Presentation, after login, of an informative pop-up with the new updates.

– Critical actions in the property address improved.

Spain:  +34 931845807 | +34 910 380 590; Brazil: +55 11 51168640; Mexico: +52 55 93170079; Portugal: +351 262840464