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Creating An Agent Networking Database using FMLS Agent Marketing Services 863 Holcomb Bridge Rd Roswell, GA 30076 (770) 392-4100

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Page 1: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Creating An Agent Networking Database using FMLS

Agent Marketing Services863 Holcomb Bridge Rd

Roswell, GA 30076(770) 392-4100

Page 2: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Getting Started. You will log into your FMLS Fusion account and Click on the Search Tab.

Page 3: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on the Search drop down

Page 4: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on the Search type –(Detatched residential) drop down Choose FMLS Area overlay map to locate FMLS Areas, Add search criteria.

Page 5: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Results displayed.

Page 6: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on the grid manager. Image that is white orange and

Page 7: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Choose “Create New Grid”

Page 8: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Name your Grid, search for field “listing” will take you to listing agent info & Co listing – use Listing agent info.Select LA phone, Name, Home phone, email, mobile, office code, name etc. Information you will need to contact agent.SAVE grid.

Page 9: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

The saved grid will appear in your list. Click Close.

Page 10: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Notice the Grid design is now the Agent Networking Grid –with all agents listings. You will need to export this information to an excel spreadsheet.

Page 11: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on Tools.

Page 12: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Select “Export Data” from drop down list. This works like the ToolKit CMA. You will get a pop up window. Choose all records, tab delimited, select your Grid format, and check the include column headers box

Page 13: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Select all data in pop up window

Page 14: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Select all data in pop up window, click in the pop up box and select all by holding ctrl key and A at the same time, click edit and copy. Open an excel spread sheet. Click in the box next to the A and above row 1 This selects the whole spreadsheet.

Page 15: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

You will receive a warning message. Click OK

Page 16: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

You will need to remove duplicates from the data by email address, this will remove multiples of the same agent.

Page 17: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on Data in the tool bar,

Page 18: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on Data in the tool bar, click remove duplicates

Page 19: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Click on Data in the tool bar, click remove duplicates. A pop up window will appear. Make sure you check “My data has headers and only select list agent e-mail, click OK.

Page 20: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

A new pop up window will indicate how many duplicate values were removed and how many remain. Click OK again.

Page 21: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

You now have a list of Luxury agents. You can sort them by column, save your list. Click File, Choose Save As. Save as a csv file, to upload as contacts. Or Save AS excel file, to edit your list later.

Page 22: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

You now have a list of Luxury agents. You can sort them by column, save your list. Click File, Choose Save As. Save as a csv file, to upload as contacts. Or Save AS excel file, to edit your list later.

Page 23: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Suggested Activity: Call the agents on your list and ask them to be part of your network. If they agree to be on your list, let them know you will send them a copy of the complete list of agents in the network.

This will increase the probability of the agents reading your emails in the future and support at your Broker Open House events, and caravans.

Page 24: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

Email Distribution lists:

1. Add your contacts to your BHHS Resource Center Marketing Contacts

2. Add the list to your Intranet CRM –data base contact list. 3. Be mindful not to over use this list, they may opt out. If they do,

remove them from your excel spread sheet and update your network group by sending them a new list.

Page 25: Creating An Agent Networking Database using FMLScontent.mediastg.net/media/downloads/rega/20150403014129.pdf · Creating An Agent Networking Database using FMLS ... select your Grid

You have successfully created your agent network database. Imagine the possibilities you have now, to target market to agents in a specific area, or who specialize in similar markets.

Note: They are your competition as well, it is a good idea to note who has multiple listings in your search category. Gaining Market Share in your targeted area is key to your success.