Table of Contents:
a. Home
b. Disposals
c. Requirements
d. Transactions
e. CRM
f. Tasks
g. Viewings
h. Campaigns
Core Workflows
SEARCHING
Search
Sort
Filter
EDITING
2 ways to edit and save
Full screen and slide out
MANAGING
Status
Comments
Tasks
Ageing
REPORTING
Filter
Choose format
Configure options
System Walkthrough
Home
Key actions to start your day
Shortcut to add any records to the system
Snapshot insights of your account
Disposals
Your Property Database - full view of the Open Market
Create, search, edit, manage and report a disposal
Market your properties via Microsite, Your Website and Portals
Market your properties via PDF particulars
Requirements
Log and Triage Enquiries (PA / Admin people)
Create, search, edit, manage and report a requirement
Report on WIP and manage matches
Transactions
Log Deals
New opportunities
Full history of property progress
Lettings
Sales
CRM
Create, search, edit, manage and report on Companies and Contacts
List of landlords, agents and other group of people to contact
Syncs to Microsoft Dynamics
Companies
Contacts
Tasks
Important part of daily workflow
Helps you be on top of things and plan your day
Best way to organise and prioritise your day
Viewings
Instant list of all viewings logged in the system
Tool for reporting back to your clients
Visibility to team's progress and viewing schedules
Campaigns
See full list of marketing campaigns
Market your properties to as many contacts as possible
Be on top of every opportunity that comes in
Let us know if you have any questions below π