Setting up a new business unit account

Updated on May 31, 2023

For all sales activity, you will need to set up a new account for each business unit that is selling on your behalf.

To do this, create a new Account for each Sales Agency entering in their relevant information. You can also create an Entity & log in at the same time if you wish or attend to this later.

Use the [Create New] button in the Work Area Header. Click [Create New]>{Account} to open the New Account window.
Account Name - type in the name of the account.
Type - select the type of account.
Email - add email.
Operating Location - select from the drop down list. Refer How to add operating locations
Source - select from the drop down list. This is a mandatory field.
Complete the remaining details as required.
Create entity for the new account? - tick if you wish to create the entity at his time. A new set of fields will be presented with further options. Select from the drop down list the entity type.
Create login for the new entity? - if you ticked Create entity for the new account? you will now have the option to create a login and also the option to Send a welcome (password reset) email to the new user?
Send a welcome (password reset) email to the new user? - tick if required.
Goto edit page? - tick to open the account edit view to add further information.
Click [OK] - proceed to next step.

If you had clicked Goto Edit page {11} or once the Account is established, go to the Edit page and add a new “Activity” for Real Estate Agency. You will be prompted to answer the question:

Does the agency operate externally and therefore has restricted access to accounts? - Yes/No - Answer the question as appropriate for your relationship bearing in mind the level of data access and visibility that you wish for them to enjoy.

CompleteEmpire allows you to separate between Internal & External Sales Agency and you will be asked to decide with a quick summation of each below:

Internal Sales Agent

Designed for business units controlled by you and that you are willing to give full visibility and access to the entire database.

External Sales Agent

Designed for business units that are independent of your operations and hence should only have visibility and access to their personal activity and client entry, such as 3^rd party sales channels.

Real Estate Agency - Activity Details

Details Tab

Type - select from the drop down list the agency type. Add type in Lookups if required.
Geo Regions - select from the drop down list the relevant Geo Regions. Add additional regions in Lookups if needed.
Services - add services they may offer from the drop down list.
Description - add details if required.
Click [OK]

Real Estate Portals Tab

Click to select any search engine portals enabled with your subscription. E.g. Domain, realestate.com.au etc.

That will create the account, but it will now be necessary to add their operating locations so that you can assign and monitor their Sales Agents to the applicable location for tracking and reporting.