How do I use Market Manager?
The TQS Market Manager is an integrated component of TQS Plus, designed to help you track and manage prospects, clients, tasks and appointments. It is intended to work in conjunction with TQS Plus, but can also be used independently as a contact manager, a day timer calendar or a marketing tool.
In this presentation, we will explore the basic features of the Market Manager.
Overview
The Main Tabs - CARDEX, CALENDAR, MAILERS
The three primary functions of TQS Market Manager are identified and accessed by the three main tabs labeled Cardex, Calendar and Mailers.
1. You will recognize the term Cardex from its presence in TQS.
Contact information is shared between TQS Plus and TQS Market Manager
using the Cardex. Along with the basic contact information, data
relating to the DESIRED LOAN and the client's LOAN HISTORY is available
as well. Market Manager tracks all communications with each contact, a
record of which is viewable by clicking the CONTACT HISTORY tab. You
can also keep detailed notes for each contact in the NOTES
section.
Completing this screen as thoroughly as possible will save time later
by giving you greater access to useful features such as the ability to
e-mail contacts with a mere mouse click.
2. The Calendar gives you the option of viewing and scheduling your
tasks and appointments on a daily, weekly or monthly basis. You can
schedule phone calls, letters or emails, appointments, tasks, personal
item reminders, and holidays and other recurring events. Each of these
activities displays a distinctive icon for easy recognition.
3. Mailers are promotional tools of your design, which maintain and
reinforce your relationship with your clients and prospects. These
mailings can range from a simple holiday greeting card to tickets or
champagne, depending on the occasion. You can schedule these
promotional mailers on a client-by-client basis, as you deem
appropriate.
The Contact List
On the left side of your screen, the CONTACT LIST provides easy access to all your contacts.
1. With the CARDEX tab selected, you can display information for any contact by either scrolling through the list with your arrow keys, clicking on a contact with your mouse, or typing the first few letters of a contact's name.
2. With the CALENDAR tab selected, you can schedule an activity related to any contact by dragging that contact onto the calendar.
3. With the MAILERS tab selected, you can schedule a promotional task for any contact by dragging that contact onto the mailer.
Regardless of which main tab is selected, you can always schedule an activity for a contact by highlighting the desired contact and right-clicking in the CONTACT LIST space, or by choosing ACTIVITIES from the menu bar at the top of the screen.
The Menu Bar
Along with giving you access to the ACTIVITIES menu, the menu bar at the top of the screen contains some standard menus such as FILE and EDIT, as well as Market Manager features including reports and tools for importing data.
The Tool Bar
Below the Menu Bar resides the Tool Bar. The buttons contained therein aide in the navigation and data management.
1. With the CARDEX tab selected, clicking ADD or DELETE will prompt
you to add a contact or delete the highlighted user. Clicking the arrow
buttons will display the first or last of your alphabetically sorted
contacts, or move through the list sequentially.
2. With the CALENDAR tab selected, clicking ADD will bring up the
ACTIVITY FOR box to enable you to schedule an activity for the
highlighted contact, and clicking DELETE will allow you to delete the
selected activity. Clicking the arrow buttons scrolls through the days,
weeks or months sequentially. You can always return to TODAY, and you
can quick-pick the month or adjacent years from this convenient drop
down menu.
3. With the MAILERS tab selected, clicking ADD will enable you to
create a new promotional mailer, and clicking DELETE will allow you to
delete the highlighted mailer. Clicking the arrow buttons will display
the first or last of your mailers, or move through the list
sequentially. Mailers can be easily sorted by clicking on the field
label by which you want them sorted. Another click shifts their order
from an ascending to descending
Clicking the WRITE button will display a list of prepared mail merge document templates. Data from the highlighted contact's record will be imported into the template, producing a letter to your client in seconds. You can easily prepare mass mailings by highlighting multiple contacts prior to clicking the WRITE button. Letters for all highlighted contacts will be created simultaneously.
FILTERS help you sort contacts by specific criteria, and are discussed in a separate course segment.
Although TQS Market Manager ships with useful FILTERS and MAIL MERGE DOCUMENT TEMPLATES, you can create both custom document templates and filters to suit your specific needs.
Miscellaneous
The OPTIONS box, accessed from the FILE drop down menu, gives you the option of alphabetizing your CONTACT LIST by Last Name instead of First Name, which is the default setting.
Also, it is here where you define which of the contacts in the CONTACT LIST Market Manager it to recognize as ME - the user. Several features of Market Manager depend on ME being defined. For example, the WRITE button will not be activated until ME is defined, as the letters must be sent by someone, and that someone must be the person defined as ME! We recommend that you define ME as soon as you finish viewing this presentation.
Accessed from the TOOLS drop down menu is a CASE CONVERSION tool. This tool can be used to transform records that have been recorded using all upper case letters into records that use both upper and lower cases, automatically capitalizing words and names appropriately. A calculator is available from the same menu.
Wrap up
In this presentation you've learned about Market Manager's three main functions, which are identified and accessed by the three main tabs labeled Cardex, Calendar and Mailers.
And you've seen the Contact List, the Menu Bar, and the Tool Bar, along with some of the features of each.
