- Lucent SMB Solutions
Contents
1. Add to my profile section 2 above then click Remove selected Removed testimonials will move to the bottom 3 above and will be excluded from your profile 1 Welcome Howard Shin Logout perkworx My Profile Invite My Customers AEREE Touch Points Reports Manage Savings Sponsor App My Referrals Referrals Received Date Received Prospect Referral Source Source Type Privacy Status 2013 01 19 06 32 42 Game on Bill Sharma Client OFF NEW View Update 2013 01 18 16 07 42 test again Bill Sharma Client OFF NEW View Update 2013 01 18 16 05 43 test again Bill Sharma Client OFF NEW View Update 2013 01 18 06 54 49 Jane Doe Bill Sharma Client OFF NEW View Update Name Jane Doe Clicking update amp remove will move this record to the Reports section Email howard smartrates net S I Ooegortunitv Won Phone 555 555 5555 Opportunity Lost Add Ae eewwumywusmneme reward the person who gave you this referrallead Business Name ABC Company 100 Address 123 Any Street Memo Call Howard Update Remove Cancel 2013 01 18 05 44 19 john Harry Green Client OFF NEW View Update Managing Your Referrals Referrals from your customers are emailed to you and are also sent to your Sponsor App instantly These are also logged in My Referrals section 1 above in the order that it was received All available details are shown i e Prospect s information referral source etc i Click My Referrals 12. Customers My Referrals Touch Points Reports Manage Savings Sponsor App Manage Customers Customer Testimonials Customer Testimonials i gt Your customers are able to leave testimonials about you You may add these testimonials to your profile when people recommends you Add to my profile Date Comments Select to Remove 2013 01 17 21 00 38 test testimonial o 2013 01 17 04 18 06 Howard was very helpful in getting my mortgage renewed Great service B Q Remove Selected Testimonials from my customers Date Comments Select to Show 2013 01 19 06 30 28 great agent 2013 01 18 15 57 27 dfdsf 0 2013 01 18 15 48 54 testimonials o Q 2013 01 18 15 48 02 test testimonials B Managing Customer Testimonials Your customers are asked to give a testimonial about your product or service optional during their registration You can add these to your profile so that your prospects potential customers can read them when you are recommended by your customer Testimonials are included in your digital brochure i Click Customer Testimonials under My Customers section ii All available testimonials are shown at the bottom 3 above Select the testimonial s you wish to include in your profile then click Add Selected Selected testimonial s are moved to Add to my profile section to be included in your profile 2 above iii If you wish to remove any testimonial s from your profile select them from
3. The invitation tools on this page can be used for those customers you have not given the thank you cards to e g Past clients Or you may want to invite everyone on your contact list all at once i Click Invite 1 above ii Click Option 1 Invite individually 2 above if you are inviting single person or a small group of people iii Click Option 2 or 3 3 and 4 above if you wish to upload your contact database to invite everyone at once Welcome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savings Sponsor App 1 Manage Customers Manage Customers Customer Testimonials View Update Customers Search Customer Enter name Search Last Name First Name Email Connection Sharma Bill fastzoomzoom yahoo ca ON Edit Update ER Birth Date 01 18 1946 Custom Greeting 2 Select Date Custom Greeting 1 Select Date Custom Greeting 3 O anay 2 2013 4 O Sun Mon Tue Wed Thu Fri Sat Connection ON w Christmas Greeting 1 2 3 4 5 6 7 gd 9 10 11 12 Update Close 13 14 15 16 17 18 20 21 22 23 24 25 26 2 28 29 3 A Test last Test fun abc com ON e On Game howardshinwork aol com ON Edit Update Green Harry hs refericity com ON Edit Update bbb aaa mcho zurig com ON Edit Update Last First mineene gmail com ON Edit Update Managing Your Customers You are notified via email and on Sponsor version of smartphone app whenever someone r
4. 01 19 07 14 24 John Appleseed Bill Sharma CAD 200 00 Perkworx 2013 Lucent SMB Solutions Reports All of your active referrals are available in My Referrals section Referrals that you close won or lost are moved to the Reports section Any reward amount you gave to your referral source are also displayed here i Click Reports 1 above ii All closed referral items are displayed 2 above 1 ome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savings Sponsor App Manage Savings Content Your customers are able to access the savings available in the entire Perkworx community Uncheck the business category s you don t want your customers to see competitors Uncheck the entire category e g Home or each sub category by clicking the main category heading Uncheck the categories then click update to remove M Home M Healthcare Financial Real Estate M Others Mi Accountants Tax Consultants M Financial Planning M Insurance O Mortgage Agents Brokers O Real Estate Agents Brokers M Travel Learning Schools Mi Auto Weddings amp Parties Entertainment amp Dining Retail General M Pets Mf Outdoor Home Related Sports Recreational 9 Manage Savings Your customers are able to view savings offers from the entire Perkworx community Your own business category e g Real estate are automatically h
5. above ii All referrals are shown in the order they were received 2 above They are removed only when you click Update Remove 3 above iii Click View Update to see detail of each referral If you wish to remove the referral from the list select Opportunity Won or Opportunity Lost then click Update Remove NOTE If your industry allows you may add Reward dollars to each referral i e Commission for referral Enter the amount you wish to give 3 above to your referral source then click Update Remove Your referral source will receive a notification telling them that they were rewarded by you The amount is displayed in your smartphone app for your referral source to view You can then pay for the reward by any method you choose e g Send them a gift card or cheque The actual payment for the reward you wish to give are not handled by Perkworx You are responsible for sending them the reward amount using your preferred method Welcome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savings Sponsor App Newsletter A Newsletters are broadcasted to all your customers on the date specified below Other gre Customized Greetings ustomized are sent on the dates you specify under your customer s individual profile b la e el GS Ef a a A EK F E Es eco e RA Newsletter Birthday Greeting Christmas Greeting roadca
6. egisters and downloads your app They are also logged in My Customers section and you can update their information so that they receive the right kind of Touch Point emails from you i Click My Customers then choose Manage Customers 1 above li Click Edit Update of a customer you wish to update 2 above iii Now you can click each of the field in the drop down are 3 above to select the dates you would like them to receive your Touch Point emails See Touch Points section of this User Manual to learn how you can create each type of email BIRTH DATE Each customer will automatically receive your birthday greeting card every year CUSTOM GREETINGS There are 3 additional greeting types you can assign For instance in Touch Point section you may have created a message for mortage renewal date one year anniversary of them moving into their home etc All you have to do is select the dates you want them to receive those messages CHRISTMAS GREETINGS Christmas greeting card you create is sent to everyone 2 weeks prior to December 25th of each year Turn this setting to Off if you don t want particular person to receive your greeting card CONNECTION Turn this setting to Off if you don t want particular customer to receive your Touch Point Communications Click Update to finish Click Close to close these settings Welcome Howard Shin Logout perkworx My Profile Invite My
7. i Yi 2 2 ri a S rasus TTT SEET Seit bs oe E ol Zomm i eg s mer E e e e gt r m Beer eee m ng weg dalam a iin 2 e eE poept ee E A or ee ee 6 D e JEE e E a D wee be mm seh aia fe ae Ae GE Ce Zeep gi a J wee rc E j p e eg d RK ef ep D s SES 4 i d SR SE wa ge i e 3 B KI Bs e eg L Maat s P Geia Fy Bas af eil e 8 Ek SC e ba EE ENE AG GE deg wgl p kai mye SE alt Som Er DO gw E ET gt d ZK af at OO A e a eR T ae En ME E e n are ERT AC Sage ee a m 5 vm Sh i mg Ze git t Bes KC Gs SO KL eegene p EEU Tors vipi Fi SS WEE d 3 gt ae Ap y 3 SR w yd 1 Gg 4 a d T 1E H diele 9 j M f Li nsor A WS Et St 4 Le d s Register to win prizes and get savings from your Sponsor s app FOR EVERY a DEVICE Ce your sponsor s email address your email address Register Now GH 2 a5 Becoming a sponsor Sponsor login 1 Logging into Your Account Step 1 i Go to www perkworx com li Click sponsor login link at the bottom of page 1 above Perkworx Sponsor Login Your email address Password Logging into Your Account Step 2 i Enter your email address and temporary password li Click login Your temporary password was sent to you along with this U
8. idden from your customers since you would not want them to see your competitors Manage Savings section lets you further define what you want your customers to see For instance you may want to hide an entire industry or a particular business category All this can be controlled by you here i Click Manage Savings 1 above ii All checked categories are displayed to your customers Uncheck an entire industry e g Home to omit from your app 2 above iii If you wish to omit a specific business category s click the main industry heading then uncheck each business category you wish to omit iv Click Update to finish Welcome 7 Gn Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savings Sponsor App Because referrals can happen anywhere The Sponsor App is made just for you A Use itto invite your customers to Ed download your app get referrals sent right to your phone plus more lt works on just about any touchscreen phones or tablet computers Follow these simple steps to get the Sponsor App on your mobile device Have QR code BB Smartphone and iPhones and iPads Android Phones and Sponsor App There is a separate smartphone app for Sponsors you This app has many important tools to let you manage your referrals more effectively e g Get referrals to your phone invite new customers to download your app etc It works just like other smar
9. ser Manual document Welcome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manaae Savings Sponsor App My Profile This is how your profile will appear in your app Click Update my profile to make changes 2 Update my profile miil gt 12 44 PM am Back Financial Real Estate Smart Mort s by Howard ZE di Wem Howard Shin Smart Mortgages by Howard Mortgage Agent 15 Wertheim Court Suite 210 Richmond Hill Ontario Canada Phone 647 800 8252 Mobile 416 670 1020 Email howard smartrates met http Avww smartrates net Business Description Best rates exceptional service fast approvals Main Page Once you log in you will be brought to this main page You should see your business information inside the phone image and your name at the top First thing you should do is change the temporary password to a password only you will know and remember Click Update my profile button 1 above then see next page Welcome Howard Shin 1 Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savinas Sponsor App Create Update My Ad Create update your profile by completing the information below This information is visible to your customers in your app and also forwarded to your prospects when your customers recommends you to their friends Images Your Logo no fle selected Fei Your Photo no file selec
10. st Date Subject O Caen 21 zez 31 O Sun Mon Tue Wed Thu Fri Sat 1 Source J 6 7 8 9 10 11 12 Ir Mortgage industry ne What does the recent changes in the government regulation mean for your mortgage Click here to find out 4 s EN doe d body p E SDD Using Touch Point Tools Touch point tools lets you keep in touch with your customers to remind them about your products and services You can customize each type of message you wish to create and Perkworx system automatically send them out on the dates you specify Transmission dates for birthday greeting and customized greetings must be selected from your customer details since these dates will be different for each customer Transmission dates for your Newsletters are assigned by you whenever you create a new Newsletter 2 above Your Newsletters and Christmas Greeting Card are sent to all your customers unless you disconnect with them in your customer s detail i Click Touch Points from main menu 1 above then select the type of message you wish to update ii Use the design tools 3 above to create your content You may also include image files 4 above iii Click Update when finished Welcome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Manage Savings Sponsor App Rewards Tracker Rewards Owing To Your Customers Q Date Entered Prospect Source Amount 2013
11. ted Basic Information Email howard smartrates net Password Change Password First name Howard Last name Shin Business Name Smart Mortgages by Howard Job Title Mortgage Agent Updating Your Profile and Password First change your password to something only you will know and remember Click Change Password 1 above This will bring up a new window Enter your current password Temporary Password then enter a new password you wish to use Double check all of your information on this page DO NOT update or change the information in the Business Promotion area Click Update profile button at the bottom of the page to finish 1 Welcome Howard Shin Logout perkworx My Profile Invite My Customers My Referrals Touch Points Reports Manage Savings Sponsor App Invite Customers to Download Your App Option 1 Invite Individually Separate with comma if inviting more than one person No spaces Q Option 2 Import Your Web Contact List Gmail amp aoli GA Option 3 Import Your Desktop Contact List WW Perkworx 2013 Lucent SMB Solutions Inviting Customers to Download Your App Your customers may download your app from Perkworx com website with just your email address You may also have thank you cards that you can hand out to your customers which tells them why they should download your app and how There are no further action needed from you for these customers
12. tphone apps but it runs on any mobile browser There is nothing to download You just need to log into it using your phone or tablet s browser Follow the steps shown on this page 1 above to add an icon to the homescreen of your smartphone or tablet
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