Team Training and Resources
How to send Zoho email templates for ICR / PMR meeting invite emails with Calendly links, this is available for all sales people.
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.
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.
It’s really important to ensure The Property Factory branding is consistent across all customer touch points, this especially includes email.
Before emailing any clients, please set your email signature up on your phone, in Zoho and within your email program on your desktop (iMail, Outlook, EMclient, etc.) We will provide you with an HTML coded email signature to install on your devices.
To request your email signature please contact Gabrielle Hows, preferably via Slack, or at gabrielle@thepropertyfactory.co.nz, she will also help you to install it on your phone and desktop is you need it.
To get your email signature set up in Zoho, 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
