Day 7 – Notes & Notebooks
Coming Soon…
D+H Expert Import Errors
Received an error message when you tried to perform an import from Expert? Here’s what it means and how to fix it… “Error: There appears to be issues with some of the dates in this import. Below is a list of the errors we found…” What This Means: This will occur when your date fields in your csv file have been corrupted and altered to match the default language settings on your computer/excel program. The original, correct date formatting … Continued
Day 7 – Get Automated
Have you explored our inTouch & Opportunities systems yet? inTouch is your module for automated marketing to your contact database. It consists of personally merged HTML email blasts, drip campaigns, important broker reminders, designing/editing templates, and making sticker labels for your mail-outs. Overview of the inTouch system: Templates > Pre-defined content to your liking that includes data merge fields Events > Time based automated deliveries of performed actions (financial, holiday and custom) Action Plans > Scheduled ‘drip’ campaigns of activities … Continued
Where to purchase domain names
We recommend two websites for purchasing domain names. For .com names we recommend: http://www.mightydomains.com Cost is $6.95 USD per year. For .ca names we recommend: http://www.domainsatcost.ca Cost is $12.95 CDN plus applicable taxes per year. We have used both registrars extensively and find them to be very competitive, however, you are welcome to purchase your domain name(s) from alternative registrars.
Search Engine Optimization
Website Promotion – understanding how page titles, descriptions, and keywords can get you higher search engine rankings. You’ve purchased a great domain name, developed a wonderful looking website with fresh and informative content, yet when you try to find your website through a Google search your website cannot be found. Why? There can be a number of reasons why your website cannot be found but don’t be discouraged; with a little knowledge and implementation of some simple techniques you should … Continued
Day 10 – No turning back now
You’re on the 10th day of your Free Trial: Just to recap. a little: At this point you should have your Contacts imported, Tasks & Reminders created, and hopefully some reference Notes created. You have probably noticed and come to expect the Daily Summary email that you receive each morning and as a result are now hopefully starting to realize the power of an effective CRM. The team at GoMax is working hard to constantly improve the platform and is … Continued
Day 10 – No turning back now
You’re on the 10th day of your Free Trial: Just to recap. a little: At this point you should have your Contacts and Deals imported, Tasks & Reminders created, inTouch Templates setup, Action Plans & Events running, and possibly have used the Projects to send out emails to your contacts. You have probably explored the Opportunities component for assistance with subscribing Action Plans and Events, and may have ran some Reports to export out your information. You have probably noticed … Continued
Importing mortgage data that does not exist in Filogix
Sometimes you mayhave mortgage data in programs other then Filogix that you may wish to import into your new GoMax CRM. Since the only method to import mortgage data and app/co-app info (without manually entering it in GoMax) is through the Filogix spreadsheet, why not use the Filogix consolidated.csv spreadsheet as a template. To get your spreadsheet, perform a regular data extract out of Filogix and include a few rows of data so you can follow the formatting and see … Continued
GoMax Website Template Setup
The following instructions will assist you with setting up your GoMax hosted website template. We show you how to add your company logo, your broker photo and even how to add hyperlinks to graphics and how to add your Social Media and other available placeholders. All website controls are found in your GoMax CRM: Tools > settings > website control panel Company Logo: Go to Tools > settings > website control panel > settings. Upload your company logo. Please adhere … Continued
How to Export your contacts from Microsoft Outlook to CSV
GoMax Solutions allows Agents to import other contact lists (such as Outlook address books) into their CRM’s as long as the file is a csv format. Please note that all contacts imported this way are defaulted to “No Consent” to comply with the Canadian Anti Spam Legislation. (Read more below) Export contacts You can export contacts to a file that can then be imported into other applications, such as your GoMax Solutions CRM. The export file format needed for your … Continued