Coldwell Banker Works Login and Resource Guide for Coldwell Banker Real
Estate Sales Associates and Managers
COLDWELL BANKER WORKS
EMARKETING GUIDE
GETTING THE MOST OUT OF COLDWELL BANKER S
CONTACT MANAGEMENT AND EMARKETING SYSTEMS
ADDRESS BOOK IMPORT GUIDE FOR OUTLOOK
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
To save your contacts from Outlook to a CSV file:
Step 1 - -down menu.
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
Step 2 -
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
Step 3 -
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
Step 4 -
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
Step 5 -
destination - desktop might be easiest to find.
Outlook 2003/2007
Export Your Outlook Contacts to a CSV File
Step 6 -
that the file saved properly. Double-clicking the file should open it in Microsoft Excel and you should see all of your
contacts, which are now ready to import elsewhere.
Coldwell Banker Works Login and Resource Guide for Coldwell Banker Real
Estate Sales Associates and Managers
http://cbworks.coldwellbanker.com - Login to CB Works for All of Your
eMarketing, OnLocation and Contact Management System Resources
Step 1 - Login to Coldwell Banker Works at: http://cbworks.coldwellbanker.com
Step 2 -
Step 3 - Fill out your signature information that will display with each message. Fill out your
information as completely as possible so clients have every contact means available.
Step 4 - Click Address Book in the
eMarketing Tools drop-down menu
Step 5 -
Step 6 -
will tell you what fields are allowed in your CSV/
contact file.
NOTE: Your CSV file cannot have blank fields under first
name, last name or email address. If you are missing any
ensure correct upload.
Step 7 - Your contact list *must* include at least
first name, last name and email address fields.
The other fields are optional, however your list
cannot include fields not listed here.
Step 8 - Click browse to find your list, then verify
COLDWELL BANKER ECARD TUTORIAL
Step 1 - Login to Coldwell Banker Works at: http://cbworks.coldwellbanker.com
Step 2 -
Step 3 - Either select a popular greeting card from the home screen or click
greeting card.
Step 4 -
bottom to see in advance what your clients will see.
Step 5 - Compose your email. This is what appears in the email, not in the card itself. Once the
recipient opens the card, the flash animation (if applicable) will display, as well as the message you
typed in the card on the previous step.
Note: email addresses can also be imported from an address book within CB Works, but cannot be copy/
separate with commas or semicolons).
Step 6 - Either choose to send immediately or schedule the card to send at a specific time and date.
COLDWELL BANKER WORKS ENEWSLETTER TUTORIAL
Step 1 - Login to Coldwell Banker Works at: http://cbworks.coldwellbanker.com
Step 2 -
Step 3 - -down menu on your
eMarketing home screen.
Step 4 - Customize your eNewsletter by giving it a headline, then choosing the content for
the column(s). Once you select your content, be sure to preview before moving to the
next step.
Step 5 - Preview your eNewsletter. Then either make changes or move forward with the content you
chose.
Step 6 -
choose recipients from your uploaded contacts list.
Step 7 - Either choose to send immediately or schedule the card to send at a specific time and date.
Step 8 -