Using Focus3

Transfers

Overview

• A Transfer Action assigns a Contact to another Property within the Company.
• Users must have the "Transfer Contacts" Permission to transfer Contacts.

Related Tasks

• Transfer Configuration
  1. If it does not already exist, add an "Unassigned" Employee User
     • Name: "Unassigned"
     • Active: "Yes"
     • Email Address: (Enter the email address of the Administrator User that will assign the Contacts once they are Transferred.)
     • Group: "Users"
     • Department: "Sales"
  2. If it does not already exist, add a Task Type named "Transfer".
  3. If it does not already exist, add a Campaign named "Offsite [Exact Other Focus3 Property Name]" in each receiving Property's database.
     • Example: Your Company has two separate Properties, PropertyA and PropertyB, that may Transfer Contacts between each other. PropertyA needs to add an Active Campaign named "Offsite PropertyB" and PropertyB needs to add an Active Campaign named "Offsite PropertyA".
  4. If it does not already exist, add a Lead Status named "NEW".

Transferring a Contact

1. Navigate to the desired Contact's Contact Summary page.
2. Review the Contact and enter any information in the Notes field on the Contact Details page that should be transferred to the new Property. This would include items such as comments regarding the assignment of a Sales Exec or a reference to the original marketing Campaign.
3. Select "Transfer" from the "Add New Action" drop-down menu in the Sales Path section.
4. Complete the fields as desired. See the Field Descriptions below for detailed field descriptions.
5. Click the "Save" button to transfer the Contact and display the Contact Summary page. The Transfer you added will display in the Sales Path section. The receiving Property Administrator will be sent a "New Contact" notification via email.
6. Users at the receiving Property may access the Contact record, adjust any required fields as desired, and assign the Contact to the appropriate Sales Exec.

Transfer Field Descriptions

• Type (remove)
  • System-generated value.
  • Transfer Type. (ex. Transfer)
• Transfer To
  • Required drop-down value.
  • List of Property names within the Company. (ex. Smithfield)
• Start Date / Time
  • Required date/time field input.
  • Transfer start date and time. (ex. 05/31/2006 1:30 PM)
• End Date / Time
  • Required date/time field input.
  • Transfer end date and time. (ex. 05/31/2006 2:30 PM)
• Status
  • System-generated value.
  • Displays Transfer status. (ex. Pending)
• Notes
  • Optional text input area.
  • Description of Transfer. (ex. Contact is interested in a beach-front community.)

Related Items

• Employees
• Task Types
• Campaigns
• Lead Status