The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps you on track to reach your sales goals.
MoxiEngage is integrated with your email meaning your entire sphere is in one place, where you already communicate with your people! No need to maintain multiple databases to stay in flow!
The Agent Dashboard is your hub and daily starting place to keep you on track and in flow with your entire sphere.
Included in this article:
Stay In Flow
SUB-NAVIGATION BAR: Find your way to any screen within MoxiEngage (see below).
Agent: Identifies the current dashboard mode.
- If someone has manager, team, or talent access they will be able to switch between their dashboards using this drop-down menu.
- Dashboard: Head back to the dashboard from any screen in Engage.
People: Access your contacts via drop-down options.
- Overview: View Recommended Actions, Recently Viewed contacts, and see your Sales Flow.
- My People: View and manage your full list of all contacts in your sphere.
- Add People: Add a contact to your sphere.
- Calendar: Access the full Calendar.
- Goals: View the full Goals module.
- Campaigns: Access your Campaigns homepage and track your Neighborhood News subscriptions.
- Find People: Search for contacts from any screen.
- Gear Icon: Access Engage Settings.
- Envelope Icon: Email through MoxiEngage.
Sticky Side Bar: This bar represents all modules on the Dashboard and can be used to navigate to any module from anywhere on the page. You can also use the Arrow Icons to adjust the order in which the modules display by dragging and dropping where you choose (see below).
Stay In Flow
This module shows you contacts who you may not have connected with in a while and helps you to stay in contact with them. You can adjust the settings using the Gear Icon to choose your perfect reminder cadence (see below).
Learn more here about the Stay in Flow module.
Displays recent activity in your sphere. You can adjust the setting using the Gear Icon to choose which activities you want to be featured and how recent those activities were (see below). Note: the further back in time you would like to display, the longer it may take to populate the list.
Learn more here about the Activity Feed.
Displays both transaction tasks and any additional tasks you would like to include to keep yourself on track. You can add To-do List tasks from the dashboard or you can add transaction tasks as needed (see below).
Learn more here about the To-do list.
Displays your daily calendar tasks. Select View to navigate to your full Calendar (see below).
Displays your current Sales Flow as well as contact and transaction count. Select any of the sections to navigate to that group in the My People screen (see below).
Learn more here about the Sales Flow.
Displays the current year's GCI goal. Select View to navigate to the Goals page. You can also choose if you want to display the GCI dollars using the Gear Icon (see below).
Learn more here about the Goals module.
Displays all current and sold listings associated with your account. Select a listing to view in Listing Manager or select View to see all listings in your Listing Manager (see below).
For more details about all the settings, you can customize, see the articles linked below.
Adding Tasks to Your To-do List Dashboard Module
Goals Dashboard Module Settings
Activity Feed Dashboard Module Settings