We will guide you on how to create a project using the Engage dashboard. Firstly, let's understand what a project is. In the context of property listing presentations, a project encompasses all the relevant information associated with a property, such as bed, bath, car details, vendor contact information, and sale price. This information forms the foundation of your proposal as it is automatically transferred to the proposal.
There are two ways to create a project: pulling it from your CRM or creating it manually.
Pulling a project from your CRM
On the Engage dashboard, locate the Create button on the right-hand side and click on it.
It will prompt you to select the source of information. Choose your CRM from the options provided. If your CRM is not listed, refer to our video on integrating your CRM with Engage.
By selecting the CRM option, you can import the project details directly from your CRM system.
Creating a project manually
On the Engage dashboard, click on the "Create" button.
Choose the option to enter the details manually.
Enter the property address, and the system will connect with Google to fill in the relevant information. Save the details.
Specify the project type, such as a sale campaign for a listing presentation.
Choose the team or agents who will be working on this project. If you need guidance on creating a team, refer to our instructional video.
Click on Create Project to finalise the creation.
Project Overview
After creating the project, you will be directed to the project dashboard or overview. Here, you can input additional information that will be reflected in your proposal. On the left-hand side, you will find the Details section where you can enter the basic features of the property and customise your cover letter. On the right-hand side, the Contacts section allows you to add vendor details. Any updates or changes you make within the project will automatically flow through to your proposal when you click on Create.
Watch this video to learn more.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.