Sales Center - Manage Registrant Profile Details
In this article:
- About Registrant Profile
- Add Email, Phone, or Address
- Update/Edit Registrant Contact Details, Questions/Answers, and/or Sales Details
- Add/Update Registrant Rating
- Add/Update Follow-up Process
- Assign/Unassign Sales Reps
- Add Registrant to Group
- Print Registrant Details
On the registrant profile in the Sales Center, you can perform various actions including:
- Updating sales details such as contact information, rating, assigned sales reps and answers to questions
- Adding notes and history such as phone calls and visits
- Sending personal email
- Adding and completing activities and appointments
- Adding relationships with other registrants
- Tracking purchase details
- Storing documents
Most sections can be expanded or collapsed, depending on how much information you want to display.
1 - On the registrant profile, click Edit.
2 - Click Email, Phone, or Address, depending on what you want to add.
3 - A new field will appear under Email, Phone, or Address, depending on your selection in the previous step. Enter the new information.
Note: When you make a change on the Edit page, spinning green arrows at the top indicate the change is taking place. The arrows will disappear once the change has been saved. Spinning red arrows indicate the change cannot be saved. Please check your entries and/or your internet connection and retry.
The Edit page of a registrant profile allows you to update:
- Personal Information such as First and Last Name, Email, Phone, Address, and Contact Preference
- Answers to Questions and/or Custom Fields
- Sales Details such as Rating, Follow-up Process, Source, Secondary Source, Sales Rep, and Assigned Groups
Note: You can also update Sales Details directly on the registrant profile, without going through Edit.
1 - On the registrant profile, click Edit.
2 - Edit the information as needed. Your entries will be saved automatically. Click on Back to Profile to manage Activities or History.
Note: When you make a change on the Edit page, spinning green arrows at the top indicate the change is taking place. The arrows will disappear once the change has been saved. Spinning red arrows indicate the change cannot be saved. Please check your entries and/or your internet connection, and retry updating.
Ratings are typically used to classify registrants based on their interest level and pre-qualification. As you take your registrants through the sales qualifying process, you can assign them a predefined Rating that identifies their buying potential. This field can also be used to label types of registrants, such as Realtor or Purchaser. Categorizing registrants with predefined criteria allows you to manage your communications and sales activities more effectively.
If you prefer to watch how to Add/Update Registrant Rating, click play below:
1 - On the registrant profile, in the Sales Details section, click the dropdown beside Rating and select the appropriate one. It will be automatically updated.
Note: Once a rating is defined for a registrant, it can be adjusted at any time. To see changes that have been made to a registrant’s rating, click show rating history.
1 - On the registrant profile, in the Sales Details section, click the Follow-up Process dropdown and select the appropriate Follow-up Process.
2 – If the Follow-up Process you selected is linked to an automated Sales Process, it will trigger an activity or set of activities to be completed by the assigned sales rep. Activities are displayed on the left side of the Sales Center Home Page as well as in the Activities section of each registrant profile. Once the sales activity has been completed, it moves to History and can be viewed in the History section.
1 - On the registrant profile, in the Sales Details section, the assigned sales reps will be listed with checkmarks beside their names. A yellow star to the left of the checkmark indicates the Primary Sales Rep. Click show unassigned sales reps to display the unassigned reps.
2 - Check the boxes beside the names of the reps you want to assign and/or uncheck the boxes beside the names of the reps you want to unassign.The changes will be saved automatically.
3 - Select a Primary Sales Rep by clicking on the star to the left of the checked box.
Note: Click on hide unassigned sales reps to collapse the list.
1 - On the registrant profile, in the Sales Details section, click show unassigned groups.
2 - Check the box beside the name of the appropriate Group to add the registrant to it.
Note: You can remove the registrant from a Group by unchecking the box beside the name of the Group.
1 - In the registrant profile, click Actions and select Print.
2 - The registrant profile will be downloaded to an Excel file. Open the file and print.