Weichert Realtors For questions or help with WeichertPRO,
please call the CRM Helpdesk at (973) 605-1619
 
WeichertPRO Job Aids & How-To Videos
Find all the available help and training materials on this page, courtesy of Weichert University.
Online Training
Title Description Length
A WeichertPRO Overview Take a tour of the WeichertPRO Dashboard and it’s key functions and learn how effective lead management techniques in WeichertPRO can create results. ~21 minutes
Get Set Up With WeichertPRO Learn how to set up your WeichertPRO so it works for you with four easy one-time set-ups. ~20 minutes
Open Houses Use the Open House marketing tools and built-in follow-up action plans to convert open house attendees to clients. ~19 minutes
Email Marketing Reach more people in less time with WeichertPRO’s email marketing tools. ~10 minutes
Managing Contacts Work your database of contacts for effective follow-up and use the power of the contact record to enhance your efforts. ~18 minutes
Using the WeichertPRO Calendar Stay organized and on top of your day with WeichertPRO as your personal assistant. ~25 minutes
Getting Started
Title Job Aid Streaming Video PC Download MAC Download
User Checklist PDF N/A N/A N/A
Navigating the Homepage N/A Streaming WMV MP4
Sync Your Mobile Device PDF N/A N/A N/A
Synching With Your Android PDF Streaming WMV MP4
Synching With Your iPhone PDF Streaming WMV MP4
Email Setup PDF Streaming WMV MP4
Setting Up Your Calendar Defaults PDF Streaming WMV MP4
Email
Title Job Aid Streaming Video PC Download MAC Download
Compose an E-mail PDF Streaming WMV MP4
E-mail Preferences PDF Streaming WMV MP4
Finding eMail Messages PDF N/A N/A N/A
Message Actions PDF N/A N/A N/A
Linking eMails and Contacts PDF N/A N/A N/A
Using Tags PDF N/A N/A N/A
Open Houses
Title Job Aid Streaming Video PC Download MAC Download
Add Share & Market Your Open House PDF Streaming WMV MP4
Editing an Open House PDF Streaming WMV MP4
Open House Attendance Registry Instructions PDF Streaming WMV MP4
Share & Market Your Open House PDF Coming Soon... Coming Soon... Coming Soon...
Using Contacts
Title Job Aid Streaming Video PC Download MAC Download
Export Contacts to MOjO PDF N/A N/A N/A
Navigating the Contact Management Page PDF Streaming WMV MP4
Add a Contact PDF Streaming WMV MP4
Edit a Contact PDF Streaming WMV MP4
The Contact Record PDF Coming Soon Coming Soon Coming Soon
Importing Contacts PDF Streaming WMV MP4
Adding & Managing Groups PDF Streaming WMV MP4
Contact Record Cleanup PDF Streaming WMV MP4
Importing Your Pure Gold Contacts PDF N/A N/A N/A
WLN
Title Job Aid Streaming Video PC Download MAC Download
Updating Leads from the Homepage PDF Streaming WMV MP4
Manage WLN Vacation Settings PDF Streaming WMV MP4
Manage WLN Vacation Settings from your Mobile Device PDF Streaming WMV MP4
Do Not Disturb PDF Streaming WMV MP4
Using the Autodialer N/A Streaming WMV MP4
Calendar
Title Job Aid Streaming Video PC Download MAC Download
Viewing Your Calendar in WeichertPRO PDF Streaming WMV MP4
Add a single appointment or task PDF Coming Soon Coming Soon Coming Soon
Book an appointment and send an email invitation PDF Streaming WMV MP4
Edit an appointment PDF Coming Soon Coming Soon Coming Soon
Create custom action plans and track results PDF Coming Soon Coming Soon Coming Soon
Call Session Guides
Title Job Aid
Associate Private Call Session in WeichertPRO Guide PDF
Associate Participating in Call Sessions In WeichertPRO Guide PDF
Marketing
Title Job Aid
Using the Marketing Templates in WeichertPRO PDF
The Online Traffic Report PDF
Training Webinars
Title Trainer Materials Streaming WMV Download MP4 Download
WeichertPRO Overview N/A Streaming N/A N/A
WeichertPRO Quick Start N/A Streaming N/A N/A
Customer Engagement N/A Streaming N/A N/A
Convert More Business From Your Open House Attendees PPT Streaming WMV MP4
Use PRO’s Contact Organization Tools to Make More Money PPT Streaming WMV MP4
Add Contacts in Three Easy Ways PPT Streaming WMV MP4
What's New N/A Streaming WMV MP4
WeichertPRO Champion Webinar N/A Streaming WMV MP4
WeichertPRO Champion Webinar N/A Streaming WMV MP4
WeichertPRO Champion Webinar N/A Streaming WMV MP4