1st Place Contact Manager

1.

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* 1. Name:

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* 2. Office Number:

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* 3. Assignment:
From an agent's 1st Place contact system, add Jodi Dines (jdines@realestateone.com) as a contact and send an email containing a property brochure.

Also, send her a video you created using at least 2 of the same agent's listings.

In the box below, indicate which agent these emails will come from.

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* 4. List the phone number and the text short code to use to get property info by phone and text respectively:

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* 5. Both 1st to Know Text and 1st to Know Phone allow the consumer to search all properties available, even from other brokers.

True

False

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* 6. How does the consumer know about 1st to Know Text and 1st to Know Phone?

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* 7. Once logged into 1st Place, clicking on "My Contacts" will take you to...

The agent's own contact information.

The agent's list of contacts.

Only active contacts using the 1st to Know system.

A search engine for all contacts.

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* 8. How are contacts entered into the system?

Manual entry by the agent.

By Customer Care.

When the customer registers for 1st to Know.

By the office admin.

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* 9. A customer's 1st to Know login is...

Their first and last name.

Their phone number.

The email address they registered with.

Whatever the customer chooses.

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* 10. A customer's 1st to Know password is:

Automatically generated by the system.

Manually chosen and entered by the agent or customer.

A generic password of 1234.

Not necessary.

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* 11. An agent can email their contacts directly from the 1st Place system.

True

False

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* 12. When viewing a contact's record, you click "1st to Know Maintenance" on the left, what is then displayed?

The preferred method of contact for the customer.

The inventory of 1st to Know searches associated with this customer.

The customer's contact details.

All 1st to Know searches that are associated with that agent.

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* 13. An agent can associate a customer's cell phone number to his/her self in the 1st to Know Text system by sending one text message.

True

False

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* 14. When in the "My Contacts" portion of 1st Place, if you click "Recent Adds" the contacts entered within the past ____ days will be displayed.

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* 15. When in the "My Contacts" portion of 1st Place, if you click "Hot Contacts" your result will be:

Contacts with the label "Hot".

Contacts with activity in the past 30 days.

Only the most recently added contacts.

Contacts moving to a warmer climate.

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* 16. Within "My Contacts" when you select "Quick Edit" which two categories can be modified in the pop-up dialog box?

Name

Email Address

Phone Number

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* 17. The listing agent of a property gets notified of all 1st to Know activity on that property.

True

False