General Overview
Nicole Garcia avatar
Written by Nicole Garcia
Updated over a week ago

Table of Contents:

a. Home

e. CRM

f. Tasks


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 😊

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