Archive for New Features

Quickly Personalize Your Instant Emails with a Team Banner and Your Personal Signature!

Hello Home Office Pro Customers!

We are happy to announce the addition of a great new feature to your Members Area. Now you will be able to save an email signature and use it in all of the instant follow up emails that are sent using Home Office pro. Also available for you to insert into the top of your instant follow up emails will be a team provided banner (where available).

To create a signature for your instant follow up emails, go to Configuration and then Email Signatures on the left hand navigation. At the top of this page you will be able to choose if you would like to use the signature and/or the team provided banner image in your emails. Below this will be the section to create your signature. If your team has more than one domain name they use, you will be able to make a separate signature for each domain.

The signature uses a special variable ~~personalimage~~. If you choose to include this in your signature, the image you uploaded under Configuration–>Edit My Website will be displayed, if this option is available to your team.

Other variables you may be used to, such as ~~ownersname~~ and ~~ownersemail~~ will not work in the signature. You will need to type out your information.

 

Personalized signatures with your picture and even a special quote can make all the difference in getting an interested prospect to take action.

If you are a team founder and would like to learn how you can have this feature added to your team, please click here.

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Make Calls Faster, Set Appointments Easier, Stay on task with the New To-Do List Feature

Good morning Home Office Pro users! We have listened to your feedback and have worked hard for the past few months to bring you a new and improved way of managing your contact databases in your Home Office Pro members area. The My Contacts page will now be faster loading and easier to search with added advanced search options.

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Here are some of the great new features available:

  • You can now Transfer Leads right from your My Contacts page
  • Results are displayed faster and are no longer limited to 500 results
  • Select multiple statuses and lists to search
  • Organize the results in ascending or descending order based on Name, Date Added, List or Status
  • Highlighted place marker lets you quickly pick up where you left off after completing a Contact Pop Up action

Also being launched today is the To-Do List feature!

This feature will allow you to quickly add non-appointment items to a list which is easy to view and manage. It will be like having a Post-it Note or note-pad right on your computer screen!

  • Quickly create and manage new “to-do” or task items
  • Add a To-Do right from the Contact Pop Up! You will be able to choose to create a time specific appointment with your contact through the calendar or simply add a quick non-time specific item to your To-Do List
  • Keep track of non contact-specific To-Do’s, for example:

    • due dates
    • quick notes and brain storms
    • personal reminders

Changes to the Contact Pop Up: Integration of the To-Do List feature and new Quick-Calendar access!

Now your Personal Calendar and your To-Do is built right in to the contact pop up, making it easier and faster to set appointments! When you view your contact pop up, the Recommended Next Actions will be minimized. As you select the Outcomes, these Next Actions will still be selected for you. You only need to maximize them if you wish to change the recommended actions.

You will also be able to quickly add a To-Do list item while you are on the call!

 

The Set Appointment Calendar is now right there when you need it! When you select an outcome that has a Calendar Appointment Next Action, a calendar will automatically appear! You can select to either set a defined date and time or you can add a quick To-Do to your To-Do List!

We know these new features will help you locate, manage and work with your contacts more efficiently. We look forward to your feedback!

Proud member of the Home Office Pro team,
Corinne Elletson
Platinum Synergy Group

Comments (3)

Transfer Leads

Transferring leads received a small update, adding the name of the person who transferred leads to you so that you know where a contact came form. In the contacts origin it will state the team members name that sent this contact to you.

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Enchanced Deliverability

Several changes were made to our systems and the way that Home Office Pro and Response Magic send email further enhancing email deliverability. Now, more emails should be making it through to more contacts as we strive to always improve in this ever changing environment.

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Home Office Pro News Feature

Today we added our news feature so you can know when we’ve added new features or made important bug fixes to the Home Office Pro system. Keep your eye on your members area if your team has the news module activated or point your browser to http://www.platinumsynergy.com/homeofficepro/news.php

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