Monthly Archives: January 2011

Keeping In Touch With Clients Doesn’t Have To Be Hard


I published a series of posts in the fall about the “HOW” of practicing effective contact management and what good real estate marketing is all about.  I’d like to pick that up again, and go a little deeper now into communication strategy. Let’s take a look at some real world examples of what we refer to as keep in touch events.  A keep in touch event can be anything from:

  • a quick phone call to say Hi
  • a preferred client update mailer on a monthly basis to your “A List” or “Group 1″ contacts
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Task List Time Saver


Many of our clients have asked for the ability to easily complete multiple incomplete tasks.

The Task List has now been enhanced to address this need.

Now, multiple incomplete tasks can be checked at once, and a new Mass Complete button at the top of the list is clicked to instantly complete all of the checked tasks. This is a huge time saver, especially for those of you who fall behind on your tasks, or who update your task list only every few days.

To complete an individual task like before, simply click the new Complete link next to the task due date.

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