Collaboration Center
- Kim Clark
- Oct 21, 2024
- 3 min read
The Collaboration Center is not accessible until you set up a contact with a search through the Collaboration Center (Collab Center). If you were to set yourself up as a contact and then create a search for that contact, there will be a couple of links to get to the collab center to see it. I am including how to create a contact and how to set up a search for the contact from within the contact. Once the contact is set up and a search is attached, there will be a blue button located to the right of his name that says View on the contact list.
The all-new Paragon Collaboration Center Webinar: Full 30-minute webinar here.
Setting up a new contact:
1. Click on Contacts along the top of Paragon and then click on Add Contact
2. On the next screen you will need to add the first and Last name of your contact and the email address they wish to use. Please be sure to mark the email address as primary
3. If there is a second Person that would like to receive notifications they will need to be entered as a Secondary/Spouse with their email and you will need to check the box to add them to all notifications.
4. Once you have entered either just the primary contact information or the primary and secondary contact information, click on the save button at the top on the light blue tool bar
Creating a search for the contact:
1. Once you have saved the contact information, click on the buyer activity selection on the left panel that appears then click on add search
2. You will have two choices in the main window to the right which are add new saved search or load an existing saved search. Click on add new saved search
3. Next, click on the class of search that you want to do (residential, commercial, etc...)
4. Next, fill in any criteria related to the search that you want to do for the contact and then click on the search button in the upper right
5. Next, click on the green save search button in the upper left over the listing results
6. Next, give the search a name in the save search window that comes up and then click save. You can choose to go with the default name that shows in the window if you wish
7. You will now be on the search management page. Click on options next to the collab center dropdown under automatic notifications
8. In options, you will see the settings for the automatic notifications that will be going out when new listings match your search. Look over the settings and if you are satisfied with everything, click on the OK button in the upper right. If you want to add yourself to receive BCC emails, this is the window for it
9. Once you are back in the search management page, click on the send welcome message button, enter any message that you want for your contact, in there and then click on send. This is a one time manual email that you are sending to your contact to let them know that they have been signed up for the collab center and will provide them with a link to get there. Once you have sent it, You will see a link at the top of the search management page that says view collab center. You can click it to see the collab center site at that point.
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