1.2 Follow-up record The salesman regularly contacts the owner to obtain the latest information of the house, including price changes, supporting changes and rental and sales. It is convenient for managers to manage the activity of salesmen.
1.3 The successor task manager can select the attribute to assign the successor task in the attribute list, and specify the operator, execution date, task description, etc. , batch (item by item) to generate subsequent tasks. The salesman can consult his own follow-up task arrangement, follow up the owner according to the manager's instructions, and register the follow-up record. The manager can check the sales staff's task completion at any time.
1.4 Advertising management users can select the houses to be advertised in the housing list, generate advertising records one by one or in batches, and register the release date, release media, serial number, etc. And record whether it has been published or will be published by setting its [Published] flag.
1.5 contract record If the house has been sold, the salesman will register the contract record, input the corresponding buyer (tenant) information and commission information, and change the house status to sold (rented).
1.6 commission collection records According to the contract records, the Finance Department collects agency fees from the owners and customers, records the collection of each commission, and can make statistics on the amount received.
2. 1 customer information: customer information rental and purchase registration, including customer basic information, demand, transaction type, entrustment method, commission method, affiliated salesman, encrypted customer, public customer, etc. Sales staff can quickly find the required customers through the pinyin abbreviation of the real estate name or various combinations of conditions.
2.2 Follow-up record The salesman regularly contacts the customer to obtain the latest information of the customer, including bid changes, demand, whether the transaction is completed, etc. It is convenient for managers to manage the activity of salesmen.
3. 1 Performance Ranking Statistics and analyses the housing development, follow-up, transaction and actual payment within the time specified by the salesman, which can be displayed in the form of reports, bar charts and pie charts. For managers to analyze performance and salesmen to encourage each other.
3.2 Manager's Comments According to the salesman's performance, the manager can make some comments regularly, give work guidance, praise the salesman with good performance and boost morale.
3.3 Press Announcements: Information such as company announcements and notices can also be extracted from industry news, article comments and other reference information for employees to read.
3.4 Frequently Asked Questions In the company's business knowledge base, managers or experienced salesmen will answer the frequently asked questions in the business process for other salesmen to learn from.
3.5 The staff forum is for the free exchange of sales staff, who can post and reply.
4 utility tools
4. 1 When an electronic attendance employee logs in to the system for the first time every day, the system will automatically record his working hours, display the information of early arrival or late arrival, and register it in the electronic attendance book for management personnel to consult and handle.
4.2 electronic map electronic map library, users can scan and add the required maps or house photos for reference by salesmen, and can locate the architectural dictionary on the electronic map. The system provides an electronic map of Shenzhen.
4.3 Commission calculator The commission ratio of multi-level salesmen set by the company is determined according to the amount of money actually received by the salesmen, and then the commission amount should be calculated separately.
4.4 The loan calculator can quickly calculate the total house price, down payment, total loan amount and monthly repayment amount according to the area, unit price, loan ratio and loan term of the house purchased by the customer. The loan interest parameters and the proportion of deed tax and stamp duty can be adjusted according to national policies.
4.5 Blacklist management records the telephone numbers of competitors in the Blacklist. If there is a suspected call next time, you can immediately check it in the blacklist and take corresponding measures to avoid information leakage.
4.6 Encrypted rooms are converted into public rooms. The encrypted room of the designated salesman or the whole business department is converted into a public room.
4.7 The salesman transfers all rooms (guests) of the designated salesman to another salesman, which is generally used when handling the resignation of the salesman.
5 business settings
5. 1 Organization sets the department level of the company and supports multi-level department organizations. Add employees from all departments and register personal basic information. According to the multi-level permissions such as query, modification, addition and deletion, the operator is authorized for each functional module, and the job responsibilities and operation permissions of different departments and posts are defined to ensure the confidentiality of data and the safety of system operation.
5.2 the urban regional system is based on [city->] in geography; Urban area->; area->； Attribute] For the regional hierarchy, the system has preset the city and city data, and this function can set the region.
5.3 Property Dictionary In order to facilitate the entry of room (guest) source information in the future, it is necessary to establish a property dictionary in advance, that is, the names of all buildings in the business area and their exhibition hall information are entered into the system in advance, and then the salesman only needs to click and select when entering room (guest) source information in the future, which greatly reduces the workload of recording rooms and can also avoid the error of query statistics.
5.4 Common real estate parameters have been set in the real estate parameter system, including real estate parameters such as real estate use (residence, office building, etc.). ), type (multi-storey, high-rise building, etc. ), transaction parameters such as commission method (with or without commission), etc. Users can use this function to add the required parameters by themselves.
6 system settings
6. 1 The display settings are personalized, and the operator can choose to set his own system startup interface, display the data cycle, and whether to screen protect regularly.
6.2 Log in again. Operators can be changed directly without quitting the system, which is convenient for operators with different operating rights to use the system.
6.3 Password modification is used for the operator to modify his own system login password.
6.4 Operation Log View the operation history of all users on the system.
7 data management
7. 1 The database connection client and the database server must maintain normal connection. This function is used to test the connection status between them and save the connection parameters.
7.2 Backup and recovery is used for regular data backup and recovery to avoid data loss caused by computer failure. The system can automatically back up according to user-defined time periods.
7.3 Database Repair is a database repair tool provided for administrators, which can directly execute database operation statements of standard SQL. Please use it with the help of the developer.
7.4 Registration Code Registration is used to register the product registration code of genuine users.
8 data exchange
8. 1 Manual data exchange is used to exchange business data and management data between outlets and company headquarters through modems. The network administrator manually starts the data exchange program.
8.2 Automatic data exchange is used to exchange business data and management data between outlets and company headquarters through modems. The system automatically starts the data exchange program at regular intervals, and the start time is set by the administrator.
8.3 Data Exchange Settings Before using the manual data exchange or automatic data exchange function, you need to set the data exchange mode between the company headquarters and various outlets here.
8.4 Data Exchange Log View the exchange history between all outlets and the data center.