Paragon Essentials, May 14th

THIS CLASS IS FULL. YOU MAY PLACED ON THE WAIT LIST BY EMAILING HEATHER@TSBOR.COM

This is your opportunity to learn everything you ever wanted to know about Paragon, Paragon Mobile, and reInsight Tax. Whether you’ve been using Paragon for years or have just started to become familiar with the system, you’re bound to learn something new in this LIVE one-day course. Gary Arnett, Senior Paragon Trainer will be teaching the course. And the best part, it’s FREE. Here is a list of topics that will be covered:

The Essentials – Getting Started with Paragon

• Home Page Navigation
• Searches and how to use the fields
• Map Searches
• HotSheet Searches
• Getting Results in Reports – The Report Tree and Favorites
• Customizing  Reports
• Listing Cart
• Export spreadsheet data to Excel
• Email & Print

Contact Manager

• Adding a Contact/Prospect
• Setting up a Saved Search for a Buyer
• Turning on auto – email notification with a link to listings to a saved search
• Intro to Client Connect – What is it?
• Client Connect Preferences Wizard for initial set up
• Setting up a Saved Search for a Buyer again
• Turning on Client Connect for a customer
• Access the Client Connect portal as a customer
• Navigate Client Connect as a customer
• View and Manage Contacts in Paragon to see where activity shows up for Agent

Paragon Mobile

• Using the Mobile site on a SmartPhone
• Accessing the site
• Searches
• Viewing Listings
• Pictures, Map, Email
• Preferences

reInsight Tax

• Home Page Navigation
• Searches/Customize
• Map Search
• Results Grid/Customize
• Email, Print, Export, Labels
• CMA overview

CMA

• Preferences Wizard
• Create a CMA Wizard
• Quick CMA Reports