RealeSeller™ Expanded Features

Using RealeSeller to Dial Phone Numbers:
You can use RealeSeller to dial any available phone number using Outlooks dialer.  Depending on your settings, the dialer will use either a MODEM to dial, or VOIP (Voice Over Internet Protocol) if it is available.  To use this features choose a RealeSeller prospect, agent or company from your list.  Right-Click the name and you should see the following pop-up menu:


Select Call, then choose the number you wish to dial from the list.  RealeSeller will only show available phone numbers for that person or company. After selecting the phone number you should see a window like this:


First verify the Customer name (1).  Next check the phone number (2).  You may need to check the Dialing Properties to make sure your call will be made according to the rules you select.  The dialing rules are self explanatory.  Next, if you would like to keep a record of your conversation, put a check in the Create new Journal Entry (3) box.  There are some further Dialing Options you might want to choose at this point.  When you are ready, press the Start Call button.  Outlook will then dial the phone for you.

Search and Display Related Email:
If you would like to find all email related to a RealeSeller Company, Agent or Prospect, select a company or person in your list.  Then select the Activities tab. Use the drop-down box to select an E-Mail search. If you limit your search to the Inbox and the Sent Items folder you can usually speed up the search time especially if you have a lot of specialized email folders.  Either choice will cause RealeSeller to search for every related email for that Company, Agent, or Prospect based on ALL their email addresses.


Your search, if it returns anything, will look something like this:


Depending on how many folders are searched and how many email messages exist in each folder, the search time could be long or short.  During the search you may see an animated hourglass next to the selection box.  Once they are all listed, you can double-click any of them to view the email message.

Tip:  A very powerful feature has been added here.  After anything is listed using this feature, you can choose to Archive any or all of the items as Attachments. This will allow you to remove them from the folders they are located in and have them available without searching. To do this, select the items you want to attach as seen in this image:


Then select either Archive to Attachments or Archive & Delete.  The difference between the two is Archive & Delete will move the items selected to the Deleted Items folder after they are archived. You no longer need them once you have attached them to the Company, Agent, Prospect, or Property selected. Anything can be archived. 

Warning!  It is not a good idea to select Archive & Delete for Notes.  You can archive the notes but if you delete a note it will no longer be linked and can only be displayed by selecting the note in the Attachments section.

Archive Items as Attachments:
This feature allows you to move items out of their various folders and attach them to any RealeSeller Company, Agent, Prospect or Property.  This helps clean up items that don't really need to be in a folder that just grows larger and larger every day as you do business.  Once your business has been completed with someone, it is many times easier to simply move all related items, email especially, to the attachments section and then delete them from the folder they happen to be in. I have seen Sent Items folders with 1,000's of sent emails that sometimes go back years.  Using this archiving feature you can save those important correspondences as part of a prospect or property for instance, and clean up those bulging folders.  To do this, select a property (this is just an example).  Right-Click the property and you will see a view something like this:


Select either Archive To Attachments or Archive & Delete.  Obviously the first simply archives the items you are about to select and the other will delete them after they are archived.  If you don't want to come back and remove items after you have archived them, select the second option.  When you make your selection you will see a window like this one:


First, select the folder you want to view so you can choose items you want to archive (1).  Next, as you look through your items double-click the ones you want to archive (2).  After you double-click an item, they are put in the Selected Items list (3).  Once you have finished selecting all the items you want to archive, press the OK button (4).  All of the selected items will be attached to the property in this case.  It could just as easily have been a prospect or an agent.  If you chose Archive & Delete, the chosen items will be moved to the deleted items folder.  Don't forget to see the warning above about note items.

Tip:  The above browser that uses the Selected Items window allows you to randomly select items from any folder and add them to the list.  This can save a lot of time because you can move from one folder to the next until you have selected all the items that are related to the current selection you want to attach these items to.

Add Contacts (Linking):


If you would like to create a quick link between a Contact (Prospect), Agent, etc., you would start by pressing the Contacts... button.  This will bring up a linking dialog window like this:


Press the down arrow button (1) and select a link type from the list, or just type your own link type in.  Press the Next button (2) when you are finished.  Your next view will look like this:


Press the Browse button (1) and choose any type of item listed.  In this example we chose a prospect.  You can select more than one contact or prospect etc. and link to all of them at once.  When you are finished, press the Next button (2) to continue.  Your next view will look like this:


Now just verify the Link Details (1) and press the Finish button (2). 
Now your Contacts... view should look like this:


Each link is separated by a semi-colon and you can Double-Click the link item to display the details window.

 
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