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Purpose of the application
MarketSpace is a RE tool for easier sharing the listings & availabilities with potential clients as well as organizing easier communication with leads.
Application UI
The content on the page consists of the left sidebar, the navigation bar, and the main content area.
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In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
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Chat messages
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In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
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Admin users can turn Guest user into Internal User - a full-fledged user with the fullest set of opportunities on the portal.
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MarketSpace can be used via 2 options:
as an
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add-on to SalesForce by using its database
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as a standalone application with its own database.
Synchronization with xRE
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In this option, MarketSpace takes the data from SalesForce and processes it. To create a listing, property or availability in MarketSpace, the user must create them on the SalesForce side and sync data between SalesForce and MarketSpace. There are 2 options how to do it:
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Properties pull the related listings & availabilities to MarketSpace too.“Auto as a part of a sync. “Auto sync“ is an automatically processed synchronization that is done every 24 hrs. Absolutely the same process that does not require the broker’s attention but is done once per day.
Images cannot be synced and should be added manually.
Listing portal functionality
In MarketSpace, there are 3 entities that can be edited:
listings (the major);
availabilities;
contacts;
Properties do not exist as a separate entity and are synced (for xRE version) or can be created (for a standalone version) as a part of a listing.
For xRE-synchronized version
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review in MarketSpace or Open in SF: the user can review the information taken from xRE in MarketSpace, and open the record in xRE. After selecting this option, the user will be redirected to the corresponding record in SF in the separate tab;
add images, documents, and video tour URL: the added materials will not be synchronized with xRE;
create collaboration and deal rooms;
generate a report: the same functionality as xRE has when the user selects a template and records and gets a generated report that will be automatically downloaded once will be ready;
send the listing via email: the user initiates the opening of the email client on the PC and the link to the selected listing(-s) will be auto-substituted there.
add a listing to Static list: it helps to fix particular listings in a specific list that will be saved with such content even if the number or the content of the listings will be changed in the future. In other words, it helps to save listings in their view at this particular moment;
Publish/Unpublish to the listing portal: the broker operates on the portal and can open access to the listings or close it. If the portal is not opened to search engines, people cannot find it but can review listings that were published (if they were shared). If a listing was not published, no one except the broker can see its content.
initiate email campaign: to attract more leads, the broker can create and send advertising email campaigns. The selected listings will be automatically substituted into the campaign as a point of offering.
For a standalone version
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In addition to what was mentioned about the xRE-related version (except, the “Open in SF” option), the user can do the following:
Edit;
Copy;
Add Availability;
Deactivate.
Filters
Attention! By default, only active records are displayed in the search result. To see the inactive records, this parameter should be selected in the “Record status“ filter.
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Saved searches: the user can make searches and save these filters for the future. In this tab, the own and shared filters are stored;
Listings: the main listings' parameters are listed in this tab and can be set to filter the relevant listings;
Availabilities: the main availabilities' parameters are listed in this tab and can be set to filter the relevant availabilities;
Properties: the main properties' parameters are listed in this tab and can be set to filter the relevant properties;
Location: the additional tab with properties' characteristics.
