Intro to eEdge

eEdge is a contact, marketing, and transaction management platform provided to you as a Keller Williams agent.
You are not required to use eEdge except for myTransactions/DotLoop. The office requires that all paperwork for a transaction be submitted digitally through myTransactions/DotLoop.
eEdge Control Panel

The eEdge Control Panel is where you can access your leads, contacts, eEdge marketing & campaigns, and Dotloop.  Also, at the bottom of the eEdge Control Panel is a link to the Market Center Intranet, which is where you can find our private bulletin board and office calendar.
myLeads

New leads from your eEdge website will show up here.
myMarketing

myMarketing is your link to create and manage your fliers and mailers, as well as set up your campaigns.
myTransactions (DotLoop)

myTransactions is your link to DotLoop.  This is where you will go to create and manage your "loops".  Think of a loop as a digital file for the property address of your transaction.
myContacts

myContacts is your contacts database.  This is where you can enter new contacts and manage existing ones.  You can create notes and reminders for your contacts to follow up with them at certain times.  You can also see what emails and campaign pieces a contact has received and manage their status.
myEmail

This is where you can access your eEdge email that is associated with your marketing database and campaigns.
myActionPlans

This is where you can create To Do tasks from scratch or utilizing pre-made templates for different scenarios.