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Kato Pro Training
Kato Pro Training
Your Agency's daily dashboard
By Holly and 4 others
5 authors
32 articles
Marketing Outputs FAQ's
Calendar Sync
Transactions
Adding and managing Investment availability in Kato 💰
Viewings
Starter Guides
Lesson 1: Marketing your Property
Lesson 2: Respond to Applicants
Respond & track requirements
Lesson 1: Create applicant enquiries
Lesson 2: Identify potential Tenants 🔎
Lesson 3: Book viewings
Lesson 4: Reporting & Property Management
Personalise the Search Hub 🎯
⭐️ Pro - Client Login
🌟Pro - Requirements: Property shortlist
⭐️ Pro - Requirements: Export
Property Marketing
Lesson 1: Publishing to Portals
Lesson 2: Publishing to Marketing Outputs
Lesson 3: Send Campaign emails
🌟Pro - Disposals: Export
🌟Pro - Disposals: Email
Transactions
Lesson 1: Search & filter transactions
Lesson 2: Export transactions
Transactions: Creating a transaction
Store key dates & notifications on transactions
CRM [Companies, Contacts & Tasks]
Lesson 1: Search & filter contacts
Lesson 2: Create a company / contact
Lesson 3: Manage marketing lists & preferences
Lesson 4: Export contacts
Create & manage tasks
Importing Data Guides
Bulk Upload Transactions
Bulk Upload Requirements
Bulk Upload Companies & Contacts