Table of Contents

Focus3 Overview

• Introduction
• System Requirements & Security
• Support
• Policy Considerations
• Passwords
• User Sessions
• Organizational Entities
• User Roles
• Interface Elements

Using Focus3

• Logging In
• Changing Your Password
• Logging Out
• Managing Employee User Accounts
  • Employees
  • User Accounts
  • Departments
  • Permissions
• MyFocus
• My Goals
• User Preferences
• Campaigns & Campaign Categories
• Broker Offices & Brokers
• Inquiry Types
• Lead Status
• Relationships
• Qualifiers
• Contacts
  • Finding Contacts
  • Editing Contacts
    • Contact Updater
  • Adding Contacts
    • Contact Importer
  • Detecting Duplicate Contacts
  • Sales Exec Archive
  • Contact Groups
  • Export Group
  • Contact Importer
  • Contact Updater
  • Segmentation
  • Custom Contact Attributes
• Actions
  • Action Cycles & Action Cycle Aliases
  • Calls
    • Action Scheduler
  • Correspondence
    • Uploading Correspondence Templates
    • Marketing Collateral
    • Action Scheduler
    • Fulfillment
  • Email
    • User Preferences
    • Uploading Templates
    • Action Scheduler
  • Inbound
  • Reservations
    • Reservation Events
  • Tours
  • Sales
  • Listings (Resale)
  • Tasks
  • Transfer
  • Action Scheduler
• Calendar