GUIDE FOR AGENT
WHAT WILL STAY THE SAME
21ONLINE & TOOLS PERSONAL ZIPFORMPLUS ACCOUNTS
Getting Ready for Data Migration
MLS LOGINS RPR LOGINS
WHAT IS CHANGING
MOXIWORKS RESETS TO DEFAULT
MoxiPresent will include all new Affiliated templates along with the already existing Century21 provided templates MoxiEngage should bring over your contacts and history. Campaigns will need to be restarted
MoxiWebsites will reset to default template MoxiImpress will reset to default templates
SKYSLOPE - NEW PROFILE
BUSINESS RULES - 5 MINUTE LEAD ACCEPTANCE TIMES
PROFILES ACROSS 21ONLINE WILL SAY C21AFFILIATED
WHAT NEW TOOLS TO I GET?
AFFILIATED INTRANET AFFILIATED CONNECTION
ONLINE LEARNING KNOWLEDGE MANAGEMENT HUB
FREE VIRTUAL COACH JARED JAMES
CLOSING AND COMMISSION REPORTS & DATA TRANSACTION PLAN
EMILY MATTHEWS TEAM LEAD MANAGEMENT SOFTWARE LEAD VOYAGER
FREE CONCIERGE MOVING TOOL FOR CLIENTS MOVE EASY - AFFILIATED CONCIERGE
WHAT WILL I NEED TO RESTART?
GOLDEN RULER - EMAIL SUBSCRIPTIONS TO CLIENTS MOXIWORKS - WEBSITE, PRESENTATION TEMPLATES MY C21 WEBSITE - CAN DOWNLOAD
MOXIENGAGE - EMAIL CAMPAIGNS AND NEIGHBORHOOD NEWS PREFERRED CLIENT CLUB- IF SENDING TO THE OFFICE PLEASE CONTACT PCC@XPRESSDOCS.COM 1-800-876-1791 TO KEEP SENDING TO OFFICE, WILL AUTO DEFAULT SENDING TO CUSTOMER
LEARNING & HELP OPPORTUNITIES
We will be hosting four trainings on the conversion: March 27th 11:00 am PT March 29th 1:00 pm PT April 3rd 11:00 am PT April 5th 1:00 pm PT Registration & Recordings found on www.C21ARH.com
GUIDE FOR AGENT
WHAT IS CHANGING
MOXIWORKS RESETS TO DEFAULT
MoxiPresent will include all new Affiliated templates along with the already existing Century21 provided templates MoxiEngage should bring over contacts and history, and will
Getting Ready for Data Migration Moxi Edition
include new Affiliated emails and campaigns MoxiWebsites will reset to default templates MoxiImpress will reset to default templates
WHAT WILL I NEED TO RESTART?
MoxiEngage:
Campaigns and emails clients are on Neighborhood news
MoxiWebsites
Starting the website over from templates given Recreating custom pages May have to re-forward your personal domain to Moxi
MoxiPresent
Restart templates Re-upload custom presentation pages
LEARNING & HELP OPPORTUNITIES
We will be out to your office April 10th-14th - 10:00 am- 4:00 pm PT
Monday April 10th - Rancho San Diego
Tuesday April 11th- Rancho Santa Margarita
Wednesday April 12th - San Diego
Thursday April 13th - Anaheim Hills
Friday April 14th - Old Town Temecula
Future Trainings on all of the Moxi Products are as follows:
April 18th - 1:00pm PT MoxiPresent April 20th - 10:00 am PT MoxiImpress April 25th - 1:00 pm PT MoxiEngage April 27th - 10:00 am PT MoxiWebsites May 2nd - 1:00 pm PT MoxiEngage May 5th - 10:00 am PT MoxiEngage May 9th - 1:00 pm PT Moxi Present May 12th - 10:00 am PT Moxi Websites
All trainings are listed to register for on www.C21ARH.com
SUPPORT WHEN YOU NEED IT The Central Services team is here to support you when you need it most. From setting up your profiles, to trainings, accounting processing and leads help. Here are the different departments that will support you: CENTRAL SERVICES TEAM
Accounting Data Analytics Emily Matthews - Lead Scrubbing Website Learning & Development Administration Helpdesk/IT Studio A Relocation Human Resources
AGENT EDUCATION
BROKERAGE HELP
Brokerage staff is here to assist when you need it, some of what they can help with is:
State Licensing Compliance Trainings Legal Questions Office Support Leadership Decisions E&O Insurance Forms Questions & Verbiage
Property Management Ancillary (e.g. Escrow)
QUICK CONTACTS
608-221-2121 - Madison WI Central Services IT Department: HelpDesk@C21Affiliated.com
Accounting Department: Accounting@C21Affiliated.com Emily Matthews Department: EmilyInfo@C21Affiliated.com
Relocation Department: Relocation@C21Affiliated.com
Studio A: Concierge@StudioA-Marketing.com Learning & Development: Learning.Development@C21Affiliated.com
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