Booj: Here's What to Expect When it Arrives
The wait is almost over! We’re just 1 week away from the launch of booj. We want to make sure you’re in the know and ready to go once this new technology makes its arrival. Take a look below to get an understanding on what booj will bring to the table…
How do I access booj?
Log in to MAX/Center and click the booj tile. You will be greeted with the Startup Wizard to help you prepare your account for use and take you through different functionality.
Do NOT skip through the Startup Wizard! We know it will be tempting to skip all the way to the end to access the new features, but the Startup Wizard not only contains valuable information that will help acclimate you to the new system, but it also will be the one opportunity to automatically migrate any data you have in LeadSteet. If you skip through the Startup Wizard, you will have to manually export your Data from LeadStreet and upload it into the booj CRM, rather than having the system do it automatically.
If you don’t have time to read through the Startup Wizard on launch day, we recommend waiting until you have a bulk of time to read through all of the information, so that you don’t miss anything!
What features will be available?
While there will be a fully-functioning core set of tools available on Day 1 of the Phase 1 launch, a number of features will be rolled out in stages throughout the entirety of the phase. We don’t want to completely overwhelm you in one day!
Feature Availability on Day 1
CRM and CRM Campaigns
CRM Mobile App
Lead Routing Settings/Lead Routing from 3rd parties
Website Content Management System Change Management
Until the new remax.com launches later this year, RE/MAX Affiliates will continue accessing LeadStreet for some activities, including:
Saved Searches/Buyer Profiles
Websites – Agents and Brokers may continue using their Homes website until MLS data becomes available in their market (see Websites Information, below)
New remax.com leads – Agents will continue to manage leads generated on remax.com through LeadStreet until remax.com is relaunched, powered by booj. New leads generated on remax.com can be automatically imported into booj CRM on a bi-monthly basis (see Data Migration, below).
HomeSpotter leads (No. Ill only) – New leads generated by HomeSpotter Boost will continue to feed into LeadStreet. The development team is working with HomeSpotter to provide a way to optionally feed new Boost leads into the booj CRM. More information will be available soon.
What about the new websites?
Booj websites (agent, office and team) will not be available for consumers to view on Day 1, and will go active for consumers as your local MLS data becomes available. However, the ability to edit/modify booj websites using the CMS editor will be available Day 1 of the Phase 1 launch. The CMS editor will allow you to create content and modify the site in preparation for the official website launch when the MLS data is populated.
Until the launch of your booj websites, you may continue to use LeadStreet and your Homes website to capture leads and set up saved searches for your clients.
Can I use booj on the go?
The mobile booj CRM app will launch in conjunction with the rollout of the booj Platform, and will be available for download for iOS and Android from the App Store and Play Store. App Store title: booj CRM.
The mobile experience is lighter and focused on main activities the agent can conduct while outside the office. Functionality will include Contact Search and Records, Tasks and Task Lists, Notifications and more.
What about my data?
When you first sign into booj, you’ll have the option to migrate your website content and contacts from the booj beta environment, plus contacts from LeadStreet. Imported contacts will not include activity information (saved searches, saved favorites) until the booj-powered remax.com launches.
New leads generated on remax.com and accepted in LeadStreet can be automatically imported into the booj CRM on a bi-monthly basis. To take advantage of this bi-monthly import, simply choose the option to import your leads from LeadStreet when completing the booj Startup Wizard on your first login.
Will there be any more training?
The RE/MAX Technology Engagement Team will be hosting live, booj training sessions in our area in September for two weeks! The dates and invitations to the trainings have been sent out from email@example.com, but you can also sign up here. These live trainings are expected to sell out, so additional training resources will also be available through RE/MAX University during rollout, including webinars, videos and learning tracks.
What if I need help?
Reach out to your Office Manager if you need assistance with any of the new tools with booj and keep your eyes out for any technology focused office meetings that your manager may hold.
You can also contact Product Support for all booj support. Support can be found through the following: MAX/Center > Support Services tile
Email: firstname.lastname@example.org or Phone/Text: 888.398.7171
Note: All tickets submitted to the Product Support team can be tracked and recalled through the Support Services tile in MAX/Center.
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