Booking Meetings

How to: Sign up clients to Wholesale Membership over the phone

How to sign up clients to our Free Wholesale Membership over the phone so that you can get their details send Zoho email templates for ICR / PMR meeting invite emails with Calendly links, this is available for all sales people.

1. Click on “Your Account”

1. your account.png

2. Click on “Log Out”

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3. Click on “Log In / Sign Up”

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4. Click on “Create Account”

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5. Fill in client details and use “tpf12345” as their password and click “continue”, then complete the sign up process.

6. Email the client their username: (email) and password: tpf12345

5. fill in your details.png

If you have any questions on this please contact Gabrielle Hows preferably via Slack or at gabrielle@thepropertyfactory.co.nz and she will assist you.

How to: set up your free Zoom account

You will need to create a Zoom account using your @thepropertyfactory.co.nz email address. You can use your Zoom account to book in online meetings with clients up to 40 mins, zoom is similar to Skype, but it works much better and seamlessly integrates with our other systems. To get set up:

1. Sign up with your The Property Factory email address (insert sign up link)

2. Put in your date of birth

3. Confirm your email address

4. Check your emails and click on “Activate” your Zoom account.

5. Then put in your name and choose a password.

If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.

How to: automate calling clients through the Zoho app

All calls to clients must be made through the Zoho App.

What this is going to do is automatically record a call for you including start time and call duration. You will need to manually enter the description and outcome along with any reminders if you require one.

This is going to eliminate any double handling or forgetting with logging calls in Zoho.

Please watch the video to become familiar with how to work the call function - its nice and easy.

If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.

How to: Link Calendly and Zoom to book in meetings with clients

When you link your calendly account with your zoom account, each time a client books in a meeting with you, it automatically generates a zoom link for the meeting.

1. Log in to Calendly and go to the Integrations tab. Then click on the Zoom icon.

2. Click on “Connect Zoom”

3. Click on Manage Integration (under “Go to Event Types”) to ensure your email address is there

4. Go back to your home page, click on the gear icon for one of your event types. Click edit

5. Click on “What event type is this?”, location as Zoom and hit Save & Close. You will need to do this for all of your events.

6. You clients will receive the invitation with a Zoom link and password (see example below)

If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.

The Property Factory Limited New Zealand is licensed under the REA 2008