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Contact Manager / Client Connect
Contacts vs. Prospects?
LPS Real Estate Group 2
Formerly in Paragon 4, Contacts where either a general contact or considered a Prospect if a type of Buyer or Seller was
applied to the contact record. With Paragon 5 all Contacts regardless of type are now simply
known as Contacts. The term Prospects has been removed from all menus.
Contact Manager Menus
3
Paragon 4
Paragon 5
CONFIDENTIAL - LPS Real Estate Group Client Use Only
P4 and P5 Contact Manager Screens
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Contact Manager Wizard
5
After entering contact information and clicking save you are moved to the Contact Manager Wizard. Indicated
by the next buttons in the top right corner.
Clicking the Next or Back buttons allows you to navigate through the Vertical
Menu items in the Left Navigation Pane.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
Adding a Search to a Contact
6
You can either create a new search or select an existing
search. For this overview we will create a new search.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
Adding a Search to a Contact
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Choose your search class Enter your search
criteria and click Search.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
Saving the Search
8
From the Spread sheet you can e-mail listings, print, get driving directions and more. To save your search, click
Save Search in the upper left corner. This saves the search and moves you to the next section of the Contact Manager
Wizard.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
On this screen you can also add the results set to a Listing Cart.
Saved Search Activity
9
E-mail Notification sets up the same way as in Paragon 4 (as seen in the next slide.) Client
Connect works with e-mail notification, creating a website
for clients to view listings.
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Contact Activity
10
Icon displays when there is:• Activity for the Saved Searches for the Contact
• Activity on the Client Connect site.
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View and Manage Contacts
11
Select the plus sign on a row to open thecorresponding Contact to show details for
Saved Searches, E-mail Notifications or ClientConnect activity for each SavedSearch for the contact record.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
Auto E-mail Notification
12
If you know how to do something in Paragon 4, you
already know how to do it in Paragon
5. E-mail notification works
the same as in Paragon 4.
CONFIDENTIAL - LPS Real Estate Group Client Use Only
What is Client Connect?
• Client Connect is a new way for an Agents clients to view listings sent to them from Paragon.
• When a saved search finds listings for a customer, the listings are sent to a Client Connect webpage.
• Customers go to the Client Connect page, log in, and view the Listings online.
• They can decide which are Favorites, Possible, or Rejects.
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Client Connect
• When a customer takes action on their page of listings, you will be notified via email.
• When they “comment” on a listing, Agents will be notified via e-mail. Agents will be able to return comments.
• E-mail notification of “actions taken” will be available to both Agents and Clients.
• See the Quick Start Guide or Video for more.• Auto-Email of listings is still available.
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Client Connect with Auto Notification
15
When setting up your first customer on Client Connect,
this screen appears.
After the link is set up, this screen will not appear again.
It is recommended you use the tag
suggested by Paragon.
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Notification Options for Client Connect
16
Links to customize the Client Connect
site.
Click Send Link to send site to your customer.
Listing that will be sent to the customer. Note this
also indicates listings that have been designated as
Favorites, Possible, or Rejected.
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E-mail the Customer Receives
17
New Customers need to set up their Client
Connect Password first
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Client Connect Home PageUsers can easily configure their site via User Preferences or the Client
Connect Wizard
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Agent Info Office Info
Matches, Favorites, Possible and Rejected tabs. This is
where the listings will appear after they have been assigned by the customer.
Assignment Buttons, to move the listing to
Favorites, Possible or Reject.
Comments can be sent between the agent and the
customer.
Switches between Horizontal view, (shown)Vertical
View, Detail View and Print.
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Client Connect Site
With Client Connect, Auto Notification does something a little different.
20
With Client Connect, Auto Notification now notifies both the Customer and the Agent of any activity on the Saved Search, or the Client Connect site.
The example above is an e-mail notification to the agent of new listings for saved searches for 2 customers.
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