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Day 2 – Contacts

It’s your second day with GoMax – Let’s get some contacts imported! By now we hope that you have had an opportunity to have a quick run through the system and are more familiar with everything. If you haven’t read through the Getting Started guide, now would be a great time to do. In case you missed the link to the guide in our previous email, simply click here to go read it now. During your free trial period you … Continued

Day 2 – Contacts

CRM Contact > Detail

Important Contact information at a glance Each contact in your CRM includes a host of features and settings to help you stay organized and prepared for the next interaction with your client, whether it is on the phone or in person. Please review the following screen image and reference numbers to learn more about each of the elements available to you on the Detail screen for each of your contacts: 1) Set various contacts as a Favorite by … Continued

Domain Name Forwarding

Domain name forwarding means exactly what it sounds like. You would like to forward or point a domain name to a website or another domain name. IE: You have developed a website under the domain name mortgagefinder.ca. You recently found another great domain name efinance.ca. You would like to make it such that if someone types in the domain name erefinance.ca it “forwards” or takes the client to the mortgagefinder.ca website. We recommend purchasing domain names from the following websites: … Continued

Exporting Data From Filogix

Exporting your Filogix™ data into your GoMax™ CRM: Before you start – Please Read! 1. Existing GoMax account clean up – first time imports: To ensure that your GoMax account receives a clean import of your Filogix data it is imperative that you ensure the following: (Typical for first time imports only) Run through ALL current records in your GoMax account and remove any duplicate records. If you do have two contact records that happen to share the same “first … Continued

Day 4 – Create some Tasks

By now hopefully you have been able to get your Contacts & Deals imported and you have learned how to work with the Contact & Deal profiles to keep your information accurate. If you haven’t already started creating Tasks, now would be a great time to plug some in. We like to think of Tasks as one of the most powerful components within the GoMax CRM as it has been designed to help ensure you never miss something important. To … Continued

Deleting Clients and Mortgage Files from GoMax

In some case brokers wish to delete a clients mortgage application from the system or delete the client and all of their files all together. There are a few different options for you: To delete a single Deal from the CRM, follow these instructions: From the dashboard, locate the Deal using the Contacts or Deals component If using ‘Contacts’, you will need to search for your contact, then click the ‘View’ button to see the full profile of the contact … Continued

Importing your Filogix™ data into GoMax

Importing your Filogix™ data into GoMax Once you have the extract on your computer and ready to go, login to your GoMax account (www.gomaxlogin.com) Before you can import your files, you will need enter your Agent ID into your GoMax settings page in order for the import to work. Your Agent ID is located on the consolidated.csv file that you saved from Filogix. Once the file is properly saved from Filogix, go ahead and open it (it opens in Excel). … Continued

Day 4 – Create some Tasks

By now hopefully you have been able to get your Contacts imported and you have learned how to work with the Contact profiles to keep your information accurate. If you haven’t already started creating Tasks, now would be a great time to plug some in. We like to think of Tasks as one of the most powerful components within the GoMax CRM as it has been designed to help ensure you never miss something important. To begin the process of … Continued

Choosing the right domain name

Often, we are asked to provide advice on purchasing domain names. Here are some helpful tips when considering a domain name for your website. Buy the shortest domain name that you can get. They are generally easy to spell. If available, buy a number of domain names related to your business. From the list of purchased domain names, choose a primary domain name for your website and have all other domain names pointing to that domain name. That means … Continued

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