Share Content and Leads to Your Brokerage or Team
Here to bring you the latest news, updates, integrations, and tips within Wise Agent CRM.
GET STARTED CONTACT USAquí para traerle las últimas noticias, actualizaciones, integraciones y consejos dentro de Wise Agent CRM.
Pruebe Wise Agent por 14 días. Es gratis.<p dir="ltr"><img alt="" src="/images/blog/Copy%20of%20Share%20Content%20with%20Promo%20Codes.png" style="width: 1200px; height: 600px;" /></p>
<p dir="ltr"><span>Giving your Team Members the tools and content they need to stay on brand and engage new leads can be a hefty task all on its own.</span> It can be made even more challenging if your platform of choice doesn’t allow for quick and seamless content sharing between accounts.</p>
<p dir="ltr"><a href="http://www.wiseagent.com">Wise Agent CRM</a> supports all types of team structures and content sharing between accounts by using our promo codes and sharing tools. Your team members can have instant access to your brand’s newsletters, drip campaigns, and so much more with just a few simple clicks from you!</p>
<p dir="ltr">If you are constantly sharing, downloading and uploading, and sending files over to your teams you will definitely want to get set up with a promo code to make the whole process streamlined. Let us do the heavy lifting!</p>
<h5 dir="ltr">What Does A Promo Code Do?</h5>
<p dir="ltr">A Promo Code is essentially a form of access given to your team members that allow for easy and automatic sharing. We will assign you a promo code that your agents will register with when they sign up for Wise Agent. Since they are registered to your promo code, any of the content that you choose to share with your team will be automatically available in their accounts.</p>
<h5 dir="ltr">How Do I Decide What Is Shared?</h5>
<p dir="ltr">You have 24/7 immediate access to what pieces of content will be shared with your team members from right within your account. You will be able to manage the content that team members see, share content, and stop sharing older or outdated content.</p>
<p dir="ltr"><img alt="" src="/images/blog/content%20lib%20fix.png" style="width: 50%; height: 100%;" /></p>
<h5 dir="ltr">Will Anyone Outside of My Promo Code Have Access to My Content?</h5>
<p dir="ltr">Absolutely not! Only those that are registered to your promo code will have your content in their accounts. You can easily turn off sharing for individual pieces of content from your account as well.</p>
<h5 dir="ltr">How Do I Get A Promo Code?</h5>
<p dir="ltr">Simply contact our <a href="http://www.wiseagent.com/contact-us.asp">Customer Support</a> to get started. We’ll walk you through getting your promo code started and how you can start managing your shared content.</p>
<p dir="ltr">Here is a video tutorial on how to use Content Sharing in Wise Agent CRM.</p>
<p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/LrkkQZF8K-Q" title="YouTube video player" width="560"></iframe></p>
<p dir="ltr"> </p>
<h4 dir="ltr">Here are some examples all the ways you can share content with your team:</h4>
<h5 dir="ltr">Newsletters</h5>
<p dir="ltr">For a real estate business, <a href="https://wiseagent.com/blog/send-newsletters-with-wise-agent-crm">monthly newsletters</a> are a fantastic way to stay top-of-mind with past clients in your database. It also provides a strong ROI and allows you to grow your business. When you create weekly or monthly newsletters for your team to send out, agents that are registered under your promo code will have access to the material to send out as well.</p>
<p dir="ltr"><img alt="" src="/images/blog/NEWSLETTER%20TITLE.png" style="width: 800px; height: 113px;" /></p>
<p dir="ltr">Your team will be able to access the newsletters to customize and personalize them for their own email lists. They can add in listings, local neighborhood reports, and much more. Newsletters will be available for Print and Email with their own individual agent branding automatically placed on them.</p>
<h5 dir="ltr">Shared Content</h5>
<p dir="ltr">Your brokerage has a certain tone and aesthetic that you want to be portrayed throughout all of your team’s marketing efforts. Our shared content feature is perfect for this because it lets you curate content for emails, letters, and text messages, save them to your content library, and then the agents on your team can then send them out on their behalf.</p>
<p dir="ltr">The best part? It will only take a few clicks for you to share content with your teams. From there they are able to send it out as emails completely branded with their logos, agent photos, and contact information.</p>
<h5 dir="ltr">Drip Campaigns</h5>
<p dir="ltr">Many brokers supply their agents with pre-made marketing materials and content such as <a href="https://wiseagent.com/blog/most-powerful-marketing-for-real-estate-agents-build-better-relationships">drip campaigns</a>. Sharing these campaigns to your team or brokerage can be time-consuming and tedious, but with Wise Agent, it is as simple as hitting a share button.</p>
<p dir="ltr">You can send over multiple campaigns for agents to use for any scenario they may find themselves in. You can also customize our <a href="https://wiseagent.com/blog/real-estate-marketing-tools-set-you-apart-grow-your-business">stock drip campaigns</a> to reflect your businesses’ tone and brand and share that customized campaign with your agents.</p>
<h5 dir="ltr">Transactions</h5>
<p dir="ltr">Creating a seamless workflow amongst your team is the goal in every business. Our <a href="https://wiseagent.com/blog/have-you-tried-wise-agents-transaction-management-system-spoiler-alert-its-awesome">Transaction checklists</a> are great for making sure that nothing falls through the cracks. Creating a Transaction Template for each process of your Real Estate business will ensure that each member of your team is on the same page and that your team will also be able to see the progress of each transaction.</p>
<p dir="ltr"><img alt="" src="/images/blog/Wise%20Agent%20Share%20Checklist.png" style="width: 1000px; height: 576px;" /></p>
<p dir="ltr">Your team members will have access to the Transaction Templates you create, allowing them to create checklists that have the proper workflow you’ve set in place. After all, consistency is key, especially in the processes of a business.</p>
<h5 dir="ltr">Contacts</h5>
<p dir="ltr">Finally, the most important sharing there is for a Real Estate Brokerage or Team -- Leads! You can share and distribute leads with the click of a button or even automate the process!</p>
<p dir="ltr">Our Lead Management feature allows you to <a href="https://wiseagent.com/blog/lead-management-made-simple-save-time">distribute incoming leads</a> based on a variety of factors including Day of the Week, Price Range, Source, and even Zip Code. You can also disperse them evenly by choosing the Round Robin option which will distribute them to your team in order.</p>
<p dir="ltr">If you want a more <a href="https://wiseagent.com/blog/what-to-consider-when-sharing-real-estate-leads-with-team-members">hands-on approach</a> to sharing leads you can choose them from your Contact List and share them through the Actions Drop Down menu. Agent’s on the receiving end will be able to add them to categories for their own database and also change the source that you sent them over with. You can even choose to include Contact Notes with the leads that you are sending over or simply exclude them.</p>
<p dir="ltr">Wise Agent also gives you the ability to revoke access to shared leads right from your account. If you share a lead over through manual or automatic distribution and later feel the need to reassgin or revoke the lead, you can do this through our lead tracker by selecting the 'Revoke' option next to the lead.</p>
<p dir="ltr"><img alt="" src="/images/blog/Revoke%20Lead%20Acces.png" style="width: 1000px; height: 403px;" /></p>
<h5 dir="ltr">Reporting For Your Team</h5>
<p dir="ltr">When you’re doing all the work of sharing content and distributing valuable leads, you’ll want to make sure your agents are doing their part as well! With Wise Agent you can get reporting for everything from numbers of Emails and text messages being sent to appointments being scheduled by your team members. You can customize reporting for any date range to get precise numbers on how your team is performing and where they can find improvements.</p>
<p dir="ltr">If you’re ready to simplify and streamline your content sharing to your team or brokerage with our promo code tool, get started by <a href="http://www.wiseagent.com/contact-us.asp">contacting us</a> today! Our support team is here to help you 24 hours a day, seven days a week with any questions you may have. </p>
Ready to Run a Smarter Business?
Sign up for Wise Agent today and start running your business more efficiently and effectively!