Dear ##CUSTOMERFIRST##,

We're happy to tell you that your new Relationship Revolution membership has been activated! Thank you so much for making the commitment to work smarter -- not harder! This first email will help you get started with the initial setup of your membership features.

One of the assets you can now tap is the Knowledge Books Relationship Tools Library link at http://help.propertysource.com. There, you'll find exhaustive information and instructions on all of your Relationship features. Add this site to your Internet browser bookmarks for easy reference!

1. Go to http://rm.propertysource.com
   
2. Enter your Username exactly as it appears here: USERNAME
   
3. Enter your Password exactly as it appears here: PASSWORD

This will log you into your membership tools with access to all features.

1. Choose/Click "Profile" from the menu options on the bottom left side of the main page
2. Please review your profile information carefully. In this section you can update or change any of the information that may have been pre-loaded for you. The "DisplayName" field can be used for a marketing name or a team name. Use the "Images" tab along the top to upload your photo or team photo.
   
3. When you've finished updating your Profile information, be sure to click the SAVE tab at the top of the profile page.

1. From the menu options on the left, choose "Territory".
   
2. From the white dropdown menu, choose "My Territory".
3. In the "Add Zip Code" field, enter a 5-digit zip code.
   
4. Click the green "Add+" Button to save it.
   
5. Repeat as needed. You can indicate up to 10 Zip Codes. (You may change Zip Codes at any time if you aren't receiving leads from a particular area or if your interests have changed.)
   
6. To delete a Zip Code, simply click on it to highlight it, then click the red "Delete X" button.

STEP FOUR - IDENTIFY GROUPS AND RELATIONSHIPS:

1. Choose the "Relationships" tab to begin adding contact record. Choose the "Add Contacts" button on the right.
2. When you’ve finished with each contact’s information, these are your choices:
   
   1. Click “Save & Close” if you’re ready to go back to the “Relationships” page.
   2. Click “Save & New” if you’re ready to add another contact.
      
   3. Click “Save & Refresh” if you’ve modified the contact listing.
      
3. Your contacts have been entered; click “My Relationships” from the bulleted list on the left.
4. To modify or add to a contact listing, choose “My Relationships” and click the icon that’s a pad of paper with pencil.
5. To delete a contact, click the checkbox in the far left column next to the contact's name, then click the delete selected button from the “ORGANIZE” section that appears above your contact list.

It's important to begin this task, even without detailed contact information; you can complete the information for each contact at any time.

The Member Success Team is here to help you make the most of your Relationship Manager tools and features. We’re happy to assist you with your marketing objectives, answer questions or walk you through any or all of your features via telephone. Remember, you also have access to our “Knowledge Books” where you’ll find detailed instructions: http://help.propertysource.com. You may reach us toll-free at 1-800-298-5055, extension 1, between 8:30 a.m. and 5:00 p.m. eastern time, Monday through Friday, or contact us through http://help.propertysource.com for assistance.

This is only the beginning of your benefits from joining the Relationship Revolution. We're anxious to hear your feedback and any suggestions as we grow the program to work smarter for you.

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Donna Rae Hollis, Member Success Team Leader
PropertySource Network
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