CUTLER ONLINE ASSISTANT

Customers + COA

• How to Process a Lead on the COA

• Adding Notes to your Customers

• Editing Customer Information on your COA

• How to Set up a Seller Report regarding Internet Activity

• Example Seller Report

• How to Print Labels or Generate as a CSV from your COA

• How to Update your Customer List USE LABELS not STATUS - Advanced

• Mass Managing Customers

• New Listing Email Notification

• Search for Customers who are Missing their Primary email

• AVM Report | Listing Opportunities

• Do Not Call List Instructions

Campaigns

• How to Turn on Holiday Campaigns

• Open House Campaign - How to Activate

• Open House Campaign - How to Turn Off

• MCFL Campaign Instructions--Set it once and forget it!

Facebook + COA

• Facebook Image Sharing FIX

• Facebook Connector Trim

• Adding the Facebook Messenger Widget to your Agent Website - Tech Tuesday

LoLo Integration + COA

• How to Activate Account

• LoLo Script you can use After Enrollment of Customer

Market Watch Features

• Automated Market Watch

• Editing or Creating a Market Watch for your Customer

Open House Connector

• Open House Connector - Video

• Open House Connector - Written Instructions

Custom Domain

• Purchased a Domain Name?  Here is what to do next!

• Trouble Logging into the COA?