When logging into ViMO you will see a
dynamic dashboard. The ViMO Dashboard consists of 6 primary sections:
Engagements/Clients, Activities, Forms, Scheduled Events, Research and About
Me. When getting set up on ViMO the first components of the dashboard that you
will be spending time in is About Me and Engagements/Clients.
Below is a description of each of the 6
sections in the ViMO Dashboard which should help you better understand where
you are if you tap on one of these sections, leaving the dashboard.
1. Engagements/Clients – In this section you can upload and maintain
your client databases (Clients) and Listing and Purchase transaction
information (Engagements).
2. Activities – You can review all activities and access reports that
you can share with clients, prospects and colleagues like other real estate
sales professionals.
3. Forms – Here you can create, sign and transmit (send/receive)
electronic forms.
4. Scheduled Events – You will be able to maintain post-transaction
contact with customers by delivering current market information.
5. Research – You will be able to demonstrate your expertise by showing
your client vital information about a property they are interested in, other
properties in the area, neighbourhood demographics and more. You can generate
reports on the go that you can instantly email to the other party.
6. About Me – Customize your ViMO profile with your own profile and
branding, set preferences and more…
Now that you have familiarized yourself
with the ViMO dashboard, next you will want to perform some basic steps to get
set-up. Here are your first steps to get started on ViMO:
·
Step One – Customize ViMO withyour branding and information. This will be important because once set-up
you will want to start sharing information you obtain in ViMO and it will be
much more professional with your personalized branding. You can do this through
the About Me module on the ViMO Dashboard.
·
Step Two – Set-up Your Client Database. It’s a good idea to do this right away. Importing your contacts
(colleagues, suppliers, clients and prospects) now will make life easier when
you are on the go and quickly need to access a resource.
·
Step Three – Engagements. It’s also a good idea to
add any purchase transactions or listings that you are working on. This can be
done through the Engagements/Clients module on the ViMO Dashboard.
Still need more help? If you have
subscribed to ViMO and are eager to get started you can also download our
Getting Started Guide http://myvimo.ca/wp-content/uploads/2014/02/ViMO-Getting-Started-Guide.pdf
or visit our online support section at http://myvimo.ca/getting-started/
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