Online Intranet office structure with custom databases to run your brokerage.

Tag Archive for ‘WebEx’

Email History Keyed to Contact/Prospect

The WebEx WebOffice does a great many things very well.  And, the custom databases extend the funtionality in many ways.  It’s natural that users compare the system to what they’ve used before, are another vendor they’re considering.  Since many of the other vendors are custom software, there are things they can do that aren’t able [...]

Google Spreadsheets & Transaction Tasks

For those who decide to download the free custom database layouts and build them on your Webex WebOffice sites, you may want to also upload large groups of transaction tasks into the Transaction Task database. I have developed spreadsheets at Google Docs that will allow you to quickly set up dates for a list of [...]

Mobile Office Intranet & File Sharing

The WebEx WebOffice does a great job of allowing us to set up virtual file cabinets.  We can set up company training and personnel files, as well as real estate listing and transaction folders. Permission levels do an excellent job of security and making sure that only those you want to access the file folders [...]

Bringing It All Together In a Mobile Office

I’ve done a great deal of research into Intranets, those online office suites that allow members to share calendars, tasks, appointments, documents and information over a secure Internet connection. What I found, even almost three years after I started, was that only one allowed me to build custom databases that fit my business and let [...]