Gmail for Real Estate Agents
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If you are a real estate agent and you want to learn more about how Gmail can help you increase efficiency, these slides may help. Live webinar presented by Broker Melissa Zavala in June 2016. (These are the slides from that webinar.) Visit melissazavala.com for more info
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Gmail for Real Estate Agents
- 2. www.melissazavala.com Today’s Agenda: ü Review the benefits of using Gmail to manage your business ü Understanding Gmail and Domains ü Tactics for configuring your Gmail to maximum optimization ü Best tips for automating aspects of your daily use ü Powerhouse apps and extensions to improve your Gmail experience ü Questions + Answers
- 4. www.melissazavala.com Before we jump in… let’s have a look
- 5. www.melissazavala.com Benefits of Gmail #1 Site in the World = #1 Security SECURITY Multiple apps and extensions to increase efficiency APPS SPACE Loads of free space
- 7. www.melissazavala.com What Does this Mean? • You can use Gmail, Yahoo, Aol, and other Mail Accounts • You cannot send email newsletters with those emails and expect delivery • Consider getting your personal domain name thru Google for Work
- 8. www.melissazavala.com Google for Work • https://domains.google to see what is available • https://apps.google.com to sign up • Go into your old email account and set up email forwarding • No need for auto or vacation-type responders
- 9. www.melissazavala.com The Domain Agents Need • You need to own your name • Try to obtain it as a .com with no hyphens. • Later, consider forwarding your personal domain to your website
- 10. www.melissazavala.com Apps for Work or Gmail - Google Drive and Calendar
- 11. www.melissazavala.comwww.melissazavala.com No-Nonsense Gmail Tips to Increase Productivity
- 12. www.melissazavala.com Use the Chrome Browser • Apps and extensions may be available for Firefox or IE, but all are available for Chrome • Search – You can search Google from the URL bar • Lean and mean (extremely fast functionality) 1
- 13. www.melissazavala.com Unfiled Inbox • Get all email from any email accounts you have – not just email • Use Gmail tools even though you may be using another email address • See everything in one place 2
- 14. www.melissazavala.com How to Configure Unfiled Inbox
- 15. www.melissazavala.com Where Are the Settings?
- 16. www.melissazavala.com Inbox Organization • Social • Promotions • Priority Inbox • Unread at the top 3
- 19. www.melissazavala.com Unparalleled Search • Easy to search • By to, from, words in the email, attachment size • Goal: No need for labels or folders 4
- 21. www.melissazavala.com Labels • By Client Name • By Property Address • By Topic • Can Be Archived • Can Be Hidden 5
- 22. www.melissazavala.com Labels Are Not Folders
- 23. www.melissazavala.com Assign Colors for Quick Viewing
- 25. www.melissazavala.com Filters • Find things very quickly • Automate Labels • Automate Archiving • Automate Forwarding and Deleting • In Settings and in Search 6
- 29. www.melissazavala.com Archives • Removed from Inbox • Still uses your space • Accessible via Search 7
- 30. www.melissazavala.com Signature Lines • In Settings > General • Ability to Format with Hyperlinks and Images • Make sure signature is above “Reply to” 8
- 32. www.melissazavala.com Another Option for Signature Lines
- 33. www.melissazavala.com Undo Send • Stop a Sent Email before it lands • Settings > General • Only up to 30 seconds (depending how you configured) • Click ‘Undo” at Top 9
- 38. www.melissazavala.com Canned Response • Use for multiple signatures • Use for letter templates (such as weekly client updates or open escrow emails) • Can be found in Labs
- 40. www.melissazavala.com Other Labs • Mark as Read Button • Auto-Advance • Google Maps Previews • Preview pane • Unread Message Icon
- 41. www.melissazavala.com Top Gmail Extensions for Increased Efficiency
- 42. www.melissazavala.com How to Find Extensions
- 49. www.melissazavala.com Gmail Helps You Put Systems on Autopilot
- 50. www.melissazavala.com Automated Activities Which daily activities can be on autopilot? Which activities require minimal human intervention?
- 51. www.melissazavala.com Simple Tips to Remember 1. In General - Set up your signature or Canned Responses - Preset Filters and Labels - Stick with it! 2. Filters and Labels - For your clients or your property addresses - Set up at the beginning of each new transaction - Stick to your process for easy archiving later 3. Extensions - Select and use for most efficiency - Boomerang – Streak – Full Contact
- 52. www.melissazavala.com Good Daily Processes Lead to Increased Sales Outcomes
- 53. www.melissazavala.com It’s All About Good Systems
- 54. www.melissazavala.com Don’t Stop Running the Race
- 58. www.melissazavala.com Find more upcoming webinars at http://www.melissazavala.com/speaking Thank you for attending!