Posts Tagged ‘General’

Add A Contact

Tuesday, September 2nd, 2014

Add a Contact

You can manually add contacts to your Market Leader system to give them access to the listings on the website, to set them up for Listing Alerts, and to track their activity on the consumer website.  Watch the video below to learn more about adding a contact to your site.

Add a New Contact

To add a new contact, start by hovering over the Contacts tab and select Add a Contact from the drop down menu. The Add a Contact page has four sections:

  1. Primary Details
  2. Address
  3. Secondary Details
  4. Emails

The minimal amount of required information to add a contact is:

  • First and last name
  • Email address OR
  • Complete physical address OR
  • Phone number

When you have finished adding your contact, you can click the Save button, found both at the top and bottom of the Add a Contact page.

1. Primary Details

The Primary Details section is where you’ll enter basic information about your contact, such as their name, phone number, or email address.

The Status menu allows you to quickly and easily identify those contacts that need your attention and are most likely to become clients. When manually adding a contact, the most likely status types to use are:

  • Active: Default status applied to manually added contacts. Helps you identify leads you’ve already talked to and started to work with.
  • New: Applied to contacts that have signed up on your website or have been funneled into your system from other sources. This status will add the contact to your Dashboard.
  • Hot: Use this status for leads that are ready to buy or sell now.
  • Sold: Use this status for past clients.

Learn more about Contact Status types.

The Timeframe menu lets you indicate the approximately timeframe your contact is looking to buy or sell a home.
The Type menu is where you’ll indicate what type of contact they are, such as a buyer, seller, or renter. The Subtype field, to the right of the menu, is a free-form field. What this means is you can develop your own subtypes, to help further define what type of contact this is.
If

you enter your contact’s birthday or purchase anniversary date, then you’ll receive a reminder 45 days before that date. That gives you a chance to send your contact a postcard or greeting card, celebrating the day with them. Learn more about Reminders. Back to top

2. Address

When first entering a contact, we’d recommend entering their primary mailing address in the address section. After you’ve saved the contact, you’ll be able to update the contact page with additional addresses. Fill in all the relevant fields. By selecting the box next to Mailing Address, you are designating this address as the one you will use to send marketing materials to this contact. The required fields for print marketing are:

  • Address
  • City
  • State/Province
  • Zip/Postal Code
  • Country

Note: Address Title: This is used to help you differentiate the address from others. EG (Work, Home, 2nd home, etc)

Next, select the property details you know about this property using the drop-down arrows.  Select:

  • Property Type
  • Square Feet
  • Beds and baths

Back to top

3. Secondary Details

Secondary Details is where you can enter the name of a spouse, child, or alternate contact.

Back to top

4. Emails

The Emails section lets you set this contact up on a Listing Alert Campaign as well as have the system send them a Welcome Email. The Listing Alert Campaign is a series of three emails that encourages your contact to sign-up for listing alerts. Note: If you set your contact up on Listing Alerts, then the Listing Alert Campaign will stop. You will definitely want to mark the check box to have a Welcome Email sent to your contact. This will provide them with a user name and password, so they can log into your Market Leader website and begin their home search.

Second Racking (and sampling)

Tuesday, November 16th, 2010

Performed the second racking at the weekend – siphoning off the wine from one carboy to another leaving all the settled out sludge behind. It’s clarifying nicely – had a little taste and…. it’s wine, and it’s actually not bad at all! Amazing! I’ve certainly drank worse :)

During the second racking I also removed the oak cubes that I’d added as it now has a nice hint of the oak but nothing overpowering. Pretty pleased with it overall. So now I’m thinking about bottling – and most importantly labels…

Hoot Harvest & Crush Update

Wednesday, October 6th, 2010

So we picked and crushed on Saturday – couldn’t fit the monstrous automated crushed/destemmer so had to do it all by hand. Luckily my family and neighbors helped out so we were able to get it done. I couldn’t quite face actually tromping them with the old hooves so we did it with our bare hands! So we are doing somewhat of a whole berry fermentation. As picked they were 25.4 brix and after about two days bubbling away they are down to about 18. Super fun punching down the cap and watching it all fizz up and you can smell the brew from outside!

Saturday I have a press reserved but we’ll see where we are at – it might be a bit premature but only time will tell. So who knows how it will all turn out but Hoot Vineyards is in full swing!

Hoot Vineyards

Tuesday, July 27th, 2010

The Penney’s recently moved to Moraga and our new house is home to about fifty Pinot Noir vines and to a whole bunch (pardon the pun) of Great Horned Owls so it only seems appropriate to launch Hoot Vineyards :)

Knowing absolutely nothing about wine other than the fact that it’s delicious I’m having to rapidly come up to speed with regards tending grapes and making wine.

Yesterday after noting some yellow leaves I did a soil test which indicated that the soil was completely depleted of Nitrogen, fertilized with some fish emulsion which was pretty grim. I had the first three gallons spill out of my backpack sprayer all over my nice shoes.. sigh. That stuff is pungent to say the least. Hopefully the emulsion will perk things up, will wait three four days to see how things are doing and potentially follow up with a foiliar spray.

We should be approaching veraison soon and in preparation of harvest which should be about six weeks later I invested in a refractometer.  This cool little gadget takes a drop of juice and tells you how much sugar is in the grapes. When it hits 25-26 degress brix it’s time to pluck em.

Sideboard – Veneer delivered

Thursday, May 14th, 2009

So I got my shipment of veneer from Certainlywood last night. The figure is really nice but it looks a bit too pink, must be a freshly cut log, but that will darken up nicely with some time potassium dichromate :) The eucalyptus looked really nice too. Excited to get started on this project

Happy Halloweeeeeen

Sunday, November 2nd, 2008

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Holtzapffel Workbench – The top comes together!

Wednesday, August 27th, 2008

So it’s been a long time since my last post, had a bit of down time where I went on vacation and did odds and ends but I’d been making slow and steady progress on the top.

I can’t believe how much trouble I had gluing a bunch of sticks together :) All my issues stemmed from the fact that I didn’t have a good way of surfacing such long pieces. My 6” jointer just wasn’t up to the task so I faffed around trying to do it other ways. I eventually used a huge 9 foot straight edge clamp thing that I use for cutting ply to run the strips through my table saw which got me one reference edge, then I glued a bunch up and used a router on a sled (the white piece of melamine in the background is the sled) to flatten the resulting slab.

Anyway, here’s the top, it’s still in two pieces here, just getting ready for the final glue up but you get the idea.

Holtzapffel Top

So I have to glue the two halves together, trim the ends and then complete the joinery for the base, but I now feel as though there is light at the end of the tunnel :)

I also have to trim my short stretchers a bit because the depth of the top is about 3/4” less than I’d originally planned.

Holtzapffel Workbench – Slow Going

Monday, May 5th, 2008

So it’s been pretty slow going as of late. The top is proving to be trickier than I’d anticipated. The main issue is being able to effectively mill such large pieces.

I got hung up trying to flatten the faces of the top; I’d been using my jointer to do this but the bed simply isn’t long enough to joint 7′ long boards.

I came to the realization that I didn’t need it perfectly flat along it’s length though, I just needed it flat enough whereby I could clamp it flat during the glue up. So my new tack is to just plane it so that both faces are flat-ish, and parallel to one another, then ‘joint’ it with a rip cut on my tablesaw. I’m using the tablesaw with a 9′ straight edge attached to the fence. Using this technique I’m slowly but surely getting the top built.

I do have the parts for the base milled though but I’d really like to get the top out of the way before doing any more work there.

Holtzapffel Workbench – Time to head to the sharpener

Wednesday, March 12th, 2008

So this afternoon I tried to shimmy my blades around a bit so that the notches in my jointer blades would offset one another. Here is a pic of the knives in question.

Nicked Blades

Well the results were less than satisfactory (this was taken in raking sunlight)

Stripey Board

So I’m going to head to Standard Saw Works in Oakland to get them sharpened on Monday.

Google Groups KillFile 3.4.2 Released

Friday, January 25th, 2008

Well after poking around a bit I found all kinds of broken bits and pieces in the script and this release should work as you expect it to.

As always update your script by clicking on this link which will update your script to the latest and greatest.

Apologies with the bumpy release, hopefully it will be smooth sailing here on out.