SALES MANAGER FAQ PAGE

1.  What should sales managers get from potential customers?

2.  Ok, I've got their email address and other information.  Now what?

3.  Ok, the customer is registered.  Now what?  How do I link my account with their business?

4.  Their business listing is registered.  I can't see it in "MyServices".  Where is it?  And what is the search filter?

5.  What is:

    a.  Featured?

    b.  Reviewed?

    c.  Published?

    d.  Expiration Date?

1. For everyone they talk to, sales managers should obtain the full name and email address of that individual. Ask for a business card and/or a flyer for their property or business. Each sales manager should bring along a notebook to obtain this info. It is best to have as much information as possible for the initial customer registration.

2. Register the customer as a new customer (each customer gets their own account). Even if they do not have an email address, they can still be registered.  Register anyone and everyone with a unique “online name” which can be a combination of their first name + last name. Ideally, we have the customer register themselves but from experience it is better for you to register them.  Then you can select yourself as the sales manager for their account. If an email was entered, the customer will be emailed their registration info and the password you assign them so they can login themselves.

3. After the customer account is created, register the customers business or property on their behalf. If an email is entered, they will be notified via email that a new business or property has been registered. Make sure you select yourself as the sales manager for this listing.

4. Logout of the customer account, or open a new browser window and login to your own sales manager account. Go to “MyServices” and select search, and you will see the new listing and you can manage it. (Note:  If you need the customer to also be a sales manager, i.e. if it is a print shop, please contact either Ken at ken@rentglobe.com or Micah at MicahLahren@rentglobe.com to enable this feature.)  The Search filter will enable to to select certain filters for businesses you want to search for in your "MyServices".  For example, if you're looking for a business with a certain expiration date, you can use the expiration date filter.  Enter a keyword that fits the description of the business you're searching for.  Or if you have the business number, enter it there.  Once you've found the business you're looking for, click edit, and you can now set 4 items for this listing:

    5.  Features from the "MyServices":

1. Select “Featured” – allows the item to be part of the boxes listing businesses on the home page. This is random, and selecting this means it will show in the homepage business listings and in the "WhatToDo" section. If a customer pays for this then enable it.
2. Select “Reviewed” – only shows that you as a sales manager have reviewed the information on a specific date to be appropriate according to RentGlobe standards. Check to make sure there is nothing offensive about the listing. The date for reviewed will be flagged.
3. Select “Published” – this field is very important because it activates the listing so it is searchable. It is very important to publish after everything is checked out appropriately.
4. “Expiration Date”: The expiration date is automatically set to 3 weeks from the date of registration as a free trial. The sales manager can override this setting, especially if the customer purchased a year's worth of listing. After the expiration date, the Published field will be unchecked.

This is the new method for customer management. Once the e-commerce system is set up, we can enter payment amounts and set up automated customer cost management.