Every Person in your Farm has their own unique Page.
It can be a Person in your Territory or Person you Uploaded into your offrs Account.

You can go to a Person's Page to find out more information about them.
Make one-to-one Contact with them.
Create Notes and Reminders.
And view all of the Campaigns you've launched to them.

There are many ways to get to a Person's Page.

Click on the People tab at the top of the page.
A menu will open.
You can click on a Tag to find a Person with that Tag.
Click on the SEARCH button to find a Tag or Person.
There is also the Recent People section at the bottom of the menu.

At the Top, Center of the Person's Page.
You will see their full Name, Address, and Tags this Person has.

On the left side of a Person's Page.
You will see the Info Section.
This is where you can View all of the available information for a Person.
You will also be able to Edit some of their information.

The Info Section has 3 Tabs:

  • OVERVIEW
  • PROPERTY
  • STATS

OVERVIEW:
Contact information and other basic information. Add and remove Tags. Click on the Gear Icon in the top right corner to Edit information, ect.

PROPERTY:
All available Property information for this Person.

STATS:
Property ID number, ect.

IMPORTANT: If the Person is a Sphere Contact (A Personal Contact you Uploaded into your offrs Account). They will not have a PROPERTY Tab in the Info Section. Because we cannot collect Property information for your Sphere Contacts.


There are 6 boxes in the middle of the page.
EMAIL, DIRECT MAIL, LETTER, REPORT, TEXT, and ADD NOTE.
This is where you can make one-to-one Contact with a Person.
The type of outreach you can do for a Person is based off of the type of Contact information we have available for them.
Click on a box to do that type of outreach.

Below the 6 boxes, is the Activity Dashboard.
Here, you can see the Campaigns you launched to this person, Reminders, and Individual Notes.
The most recent Post will always appear at the top.

To add a Note.
Click on the ADD NOTE box.
A window will open below.
Enter your Note in the Add a Note... section.
Click the SAVE button in the bottom right corner.
Your Note will appear at the top of the Activity Dashboard.

To create a Reminder.
Enter your Reminder in the Add a Note... section.
Click on the Set a Reminder section.
A calendar will open.
Select the Date you want the Reminder sent to you.
Click the SAVE button in the bottom right corner.
Your Reminder will appear at the top of the Activity Dashboard.

Your Reminder will be Emailed to you when the day comes.
You also have a Reminder Notification section at the top right corner of the page.

On the right side of the Person's Page is the Tasks.
Here, you can see your Reminders for this Person as well as other Tasks.
If this Person is a Lead.
You will also see information about their Lead Status.

Now that you know how to navigate a Persons Page.
You are now ready to start Marketing to them.



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