Description: The contractors feature is an excellent way to save and share information about your preferred professional contractors and vendors. Contractors can be created, added to a new tab created by your Hacker Genie, and shared directly with your clients.
Note: Some settings may only be available to the website admin. You can see whether you
are an admin or agent by logging in to the website and looking at the title under your
profile picture on the left.
Topics covered in this article:
- Creating contractors
- Updating contractors
- Sharing contractors
Creating Contractors
- Log into your website
- Navigate to Social Center > Contractors
- Click Create
- Enter the information for your contractor
- Select visibility preferences
- Public - all agents within your brokerage and all clients on the website can view
- Team - only agent within your brokerage can view
- Private - only you can see this contractor
- Click Create
Updating Contractors
- Log into your website
- Navigate to Social Center > Contractors
- Click on the name of your contractor
- Click Update
- Edit the information for your contractor
- Select visibility preferences
- Public - all agents within your brokerage and all clients on the website can view
- Team - only agent within your brokerage can view
- Private - only you can see this contractor
- Click Update
Sharing Contractors
- Log into your website
- Navigate to Social Center > Contractors
- Share a single contractor by clicking on their name
- Select Share
- Enter your clients information to send via the CRM or type in a new email
- Click Send
- Share multiple contractors by clicking below their names on the list
-
- You will see a line, the same color as your primary website color, next to each name you select
- Click on Bulk Actions > Share Contractors
- Enter your client's information to send via the CRM or type in a new email
- Click Send
-
- Share a single contractor by clicking on their name
Comments
0 comments
Please sign in to leave a comment.