Michael P.
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Articles
Recent activity by Michael P.-
My People and Contacts: Overview
Your people are your sphere of influence in MoxiEngage. When you first add your people into Engage, they will be labeled Uncategorized. The My People screen has everything you'll need to manage you...
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Moving a Contact Through the Transaction Sales Flow
The Sales Flow is an all-in-one view of all transactions you are working on at any given time. Each Sales Flow zone is a milestone for an individual client’s progress toward a successful transacti...
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Why is my screen blank?
Question: Why is my screen blank? Situation: You have logged into your MoxiWorks account but your screen is blank. Answer: Your browser is likely blocking the content. These issues are usually...
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Adding Zillow Reviews to Your Agent Website
Click Here to Download the How-to Guide You can add Zillow Reviews to your Agent Website to showcase your expertise and help clients gain trust in your expertise. This is completely optional ...
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Use MoxiInsights to see who's likely to list
MoxiInsights provides public records information of your contacts in MoxiEngage. Save yourself time and get to know your clients better with this monthly subscription. We all search for people on F...
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Changing Your Agent Website to an Agent Team Website
Site Type will determine the available pages and verbiage displayed on the site. For example, an Agent Website will display "Contact Me" and "My Bio," while an Agent Team Website would display "Con...
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Search Screen Overview
On the Search Screen, the map automatically populates with listings matching your subject property’s current criteria. You can adjust your search filters in several ways to pull in the listings t...
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Creating a New Contact in Engage
Quickly and easily create a new contact for a client directly in MoxiEngage. This contact will also appear in your Moxi Sync email so you will be able to access their information no matter what con...
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Why is My Closed Transaction Not Appearing in My Goals Section?
Question: Why is my closed transaction not appearing in my goals section? Situation: You have a listing that has closed on the MLS, but you are not seeing it appear in MoxiEngage Goals. Answer: T...
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Why Can’t I Add My MLS Association?
There are a few reasons that may prevent you from adding your MLS association. Your Moxi account is on an external feed If you are in the United States with Coldwell Banker, Century 21, Better Ho...