Content Comparison

1. Initiate pack order

From the property record:

• Referrals/Leads panel (bottom right), click FocalAgent 
  
  A window will be displayed to allow you to choose your pack
  
  See step 2

2. Select pack

The packs/products offered here is configured by FocalAgent and is dependent on what options you have available within your office/company

• Package: click the drop-down menu and select the pack or product you want to order
  

• Price: the price will be displayed when selecting the package above, where applicable
  
  Payment needs to be taken in branch

• Receipt No: enter your receipt number for this transaction
  

• Click Submit
  The FocalAgent portal (FocalHub) will launch automatically, see step 3 

3. FocalAgent portal (FocalHub)

The FocalAgent portal will launch, allowing additional appointment information to be entered,

the screens shown will depend on the pack chosen

• Complete each screen, clicking Next to move to the next step
  

• When all required steps are complete click Confirm Order

4. Confirm order submission

On returning to the Reapit system a message will be displayed

• If the pack order was submitted via the FocalHub, click Yes
  
  This will create an item charge against an invoice for the property based on the marketing pack selected
  

• On the property record, click ...
  (top of screen) and select Invoicing to access

5. Viewing order details & status

The order details and status can be viewed

From the Referrals/Leads panel:

• Click FocalAgent and select View Details
  

• The order details are displayed and are non-editable
  

• Click View status to launch the order tracking page on FocalHub

6. Order updates

Notifications will be sent by FocalAgent and seen in Reapit AgencyCloud within the branch's Task & Messages area

• Notifications of new messages/tasks will be received as usual, normally via the Organiser
  The task is sent to the branch, not to an individual user