They designate the metro area they are interested in and are required to
include their name, phone, email address and square footage. A message is sent to the
first Tenant Rep member on the list in that market to go to the OfficeFinder referrals site
for acceptance or rejection of that referral within 24 hours. If they
reject it or fail to take action, it gets sent down the line to the next
agent.... and so on. referrals that qualify are also sent to our
Executive Suite members in the appropriate market. An executive
suite member will receive the referral information in their
advisory email, but does need to come online within 30 days to
update the request.
After you update the referral to "Closed" an email invoice will
be sent to you with this information.
OfficeFinder referral fees are sent to:
To change your password, choose "Change Password" on the side bar
of the virtual office at http://www.officefinder.com/scripts/pwd.cfm. The change will be automatically changed and you will
receive a confirmation email.
master list of all of your referrals
where you can update them by pressing the "edit referral" link on the
left side of the line. The referrals you are looking to update are those
with a status of "waiting." I would suggest you bookmark the above
address in your favorites to make accessing it easy.
Method 3
Another way to get there is to go to the OfficeFinder home page
at http://www.officefinder.com and follow the links from the
top header to "Membership." Then follow
the link on the side bar to the "Virtual Office," enter your
username and password, then click on the "Your referrals" link on the
side bar.
How do I edit referrals?
From the Master list of referrals at
http://www.officefinder.com/scripts/leadUpdate.cfm press the "Edit referral"
link on the left side of the line or use the One Button Update as
described below.
When you edit a referral you get all the information and you will
need to change the selection in the box marked "New Status" to
whatever is appropriate. Do not leave it as "Choose status
below." All waiting Tenant Representative referrals will be passed
on to the next agent in 24 hours (not including weekends or
holidays).
Enter any appropriate comments and click on the "UPDATE referral"
button at the bottom of the page to SAVE your changes.
If you get more than one request form the same prospect, mark one
as "Accepted" and the other(s) as "Duplicate." Otherwise, the referral
will continue to migrate to the next member.
After you update a referral and save the changes, you will be taken
back to you master list of referrals and you can continue to update your
other referrals. We will also be requesting updates on any active referrals
every 30 days so we can better track our progress.
One Button Update
We also have the ability to do a one-button update. The one
button update is very easy to use.
Go to your referrals list at
http//www.officefinder.com/scripts/leadUpdate.cfm (the master list
of your active referrals) and change the drop down box in the "Enter
current
status to Update" column on the right column of each referral to the
current status and click on the "Submit All Changed Status" button either at the
top or bottom of the screen. You can choose whichever referrals you want
to update. You do not have to change them all. If the status is left
blank, the referral will not be updated. If you want to update a referral,
you must choose a status even if it is the same as before.
If you have more than one page of referrals (30) you will need to
click on the "next 30" link and do the same for those referrals.
Once you get used to the basics, you can use to top line of the
master list to filter your referrals to see the ones you want. The
default is all of your currently active referrals.
Using Filters
to find referrals
You will also notice that we have filters to allow you to find
the referrals that meet the filter criteria you set. When you first get
to the OfficeFinder referral Editor master list page, the referrals you will
see will only be those that are currently active. To see all of them
or just the inactive referrals, make your choice in the "primary status"
drop down box and click on the filter box.
The filters available are in the drop won box next to "Filter"
Make your choice, then fill in the next box and click on the
"Filter" button to get your selection. Make sure the "primary
status" is correct or you will not get what you want.
You can also locate referrals that have not been updated in the past
30 days by making a selection in the Filter box then clicking the
check box next to "Show referrals not updated within last 30 days" Once
again make sure the "primary status" is correct or you will not get
what you want. To see all your active referrals that are 30 day or more
since last updated, choose "sq. feet >," place a "0" (a zero) in the
next box, make sure the "primary status" is on "active" check the
Show referrals not updated within last 30 days check box and click on
the "Filter" button
You can also pick out the referrals that were received in a period of
time using the Month Year For referrals filter. The top filter line will
need to be filled out.
Finally, you can re-filter the referrals you just filtered by
checking the "Use only results of last filter check box," setting a
new filter criteria, and clicking on the "Filter" button.
What if I get a referral that I already
received elsewhere?Edit
the referral status to "Duplicate," make a note that you had already
received the referral from another source in the comments field, then
click the "Update referral" button. We do not expect payments on these.
How often do I need to update my referrals?
Active referrals need to be updated every 30 days. You will
receive an email request to do so for any active referrals that have not
been updated in the past 30 days. If a referral has
not been updated within 60 days, you
will be suspended from receiving referrals until it, and any other
out of date referrals have been accurately updated. To see the
referrals that are out of date, you can use the filter system at the
top of the master referral list by checking the box
Show referrals not updated
within last 30 days and placing a "0" (zero) in the
filter box next to "Sq. Feet >" This will only show the
referrals that have not been updated in the past 30 days and allow
you to go through and update them quickly.
Can I download my referrals?
Yes. To do so, click on the "Download referral Data" link in the upper left side of your Master referrals
List at
http://www.officefinder.com/scripts/leadUpdate.cfm. You will be offered a choice of downloading All, Active or
Selected referrals. Selected referrals are those identified in your
current lookup. You will also be able to choose the format.
The choices are Text or CSV (Excel). This is to
allow for easy import into popular Information Management programs.
Finally, you can choose the time frame for the referrals you want to
download.
Is there an easy way to reply to referrals?
The best way to contact prospects is ASAP by phone and
simultaneously send an email.
Here is a suggestion that might help reduce the time you spend on
sending emails to referrals. I use Eudora Pro as my mail program. Most any mail program
will allow you to customize signatures. A signature is what is automatically
placed at the end of the message you are sending. The one I use is at the end of
this message and I labeled it "Office Requirement" in my mail
program's signature file
When you are at the referral Detail screen in OfficeFinder -- where you
see all the details
of a specific referral, click on the email hot link to the prospect's email
address. This will open up your email program to a new message.
Depending on your mail program, your message
will most likely already have a subject line of "Your OfficeFinder
Request" on it. I then choose "Office Requirements" as the
signature and send the message without typing anything.
I have also set up a filter to filter any messages being sent with the
Subject = "Your OfficeFinder Request" to go to it's own
mailbox for easy future access. My mail program automatically
filters the sent message to a folder I call "OfficeFinder follow ups." If I do not hear back form them, no big deal. I have spent
10 seconds replying to their request and the rest is up to them.
Here is my "Office Requirements" signature....
Thank you for your OfficeFinder.com inquiry. We specialize in representing
users of office space who are looking to either locate space for lease or
purchase. I have over 20 years of experience in doing so. Over the years I have
learned that it is best to collect as much information as possible as early as
possible in order to present you the properties that would best fit your needs.
I'd like to know a little bit more about what you are looking for the following
items.
Square feet
Employees
Desired start of lease
Length of lease
Class of Building ( A,B or C)
Budgeted monthly rental amount $
Layout
Private offices
Conference room seating
Kitchen (Y/N)
Storage space (Y/N)
High speed Internet connection required (Y/N)
Geographical boundaries
Parking stalls needed
Once I receive this information from you, I will be able to do a search for
properties that will meet your needs.
I look forward to your reply,
Jim
http//www.officefinder.com
The source for information about leasing or buying office space.
If you highlight the above message. open your signature section, create a
new signature and paste this message into it, you will have an easy way to reply
to referrals via email.
Is there an easy way to check-in with older referrals?
On the right hand side of the Master referrals list is a check box
under the column heading "send email." If you would like to send
the same email to multiple referrals, checkmark the box for the referrals
you want to receive the email, click on the "email" button at the
bottom of the page, fill in the subject and body of the message and
click on the submit button. The same message will be sent to all
the referrals you had marked.
How do I create a signature file for my mail program?
In Eudora
From the Tools menu, choose Signatures. The Signature window is displayed.
Or click the Signature window's tab if it is the inactive window in a
tabbed group.
From the Tools menu, choose Signatures. The Signature window is displayed.
Or click the Signature window's tab if it is the inactive window in a
tabbed group.
Right-click anywhere inside the Signature window and choose New from the
context menu. Eudora displays the Create New Signature dialog, asking you for a
name.
In the dialog, enter a signature name and click OK. A signature window is
displayed.
Enter your signature text in the signature window. You can format the text
with styles see Formatting Text .
Save the signature file using the File menu Save command.
Close the signature window.
From then on you can select that signature from the drop down box above the
address.
In Microsoft Outlook
On the Tools menu, click Options, and then click the Mail
Format tab.
In the Send in this message format box, click the message format you
want to use the signature with.
Click Signature Picker, and then click New.
In the Enter a name for your new Signature box, enter a name.
Under Choose how to create your Signature, select whether to start
from scratch or use an existing signature.
To select a file to base your signature on, click Use this file as a
template and type the path and file name in the box, or click Browse
to select from a list.
Click Next.
In the Signature text box, type the text you want to include in the
signature.
You can also paste text to the Signature text box from another
document.
To change the paragraph or font format, select the text, click Font or
Paragraph, and then select the options you want. These options are not
available if you use plain text as your message format.
To insert the signature at the end of the message, choose Insert, Signature
from the menu bar at the top of the new message.
How do I create a filter for my mail program?
In Eudora
To open the Make Filter dialog and create a simple filter, do the following
Open an incoming or outgoing message containing the information you want in
your filter, or select one or more message summaries in a mailbox.
From the Special menu, choose Make Filter. Or, right-click in the body of the
open message, or in the selection of message summaries, or in the preview window
for a single-selected message, and choose Make Filter from the drop-down menu.
The Make Filter dialog is displayed with the selected message criteria already
entered.
In Outlook
In Outlook, filters are called rules.
Click Inbox
On the Tools menu, click Rules Wizard.
Click New.
Follow the instructions in the Rules Wizard.
If you want to run a newly created rule on messages already in the Inbox,
select the Run this rule now on messages already in Inbox check box in
the last page of the Rules Wizard.
Tip If you want to run a newly created rule on messages in a folder other
than the Inbox, click Rules Wizard on the Tools menu, and then
click Run Now.
