👉 Agency CRM: training guides

Introduction to your Agency's daily dashboard

23 articles in this collection
Written by Michael Avery and James Penney

▶︎ 2 Minute Overview of Agency CRM

Written by Michael Avery
Updated over a week ago

Starter Guides

Lesson 1: Property Marketing - initial steps to market a property to the public

Written by Michael Avery
Updated over a week ago

Lesson 2: Respond to Applicants - basics of storing & replying to enquiries

Written by Michael Avery
Updated over a week ago

Respond & track requirements

Society Acquisitions Types

Our New Society Acquisitions Types,

Written by James Penney
Updated over a week ago

Lesson 1: Initially create, match & respond to applicants

Written by Michael Avery
Updated over a week ago

Lesson 2: Keep requirements up to date

Written by Michael Avery
Updated over a week ago

Lesson 3: Book viewings

Written by Michael Avery
Updated over a week ago

Lesson 4: Running requirement reports

Written by Michael Avery
Updated over a week ago

Personalise the Requirements Hub

Customise the quick links & save your views

Written by Michael Avery
Updated over a week ago

Property Marketing

Lesson 1: Publishing to portals

Written by Michael Avery
Updated over a week ago

Lesson 2: Publishing to website

Written by Michael Avery
Updated over a week ago

Lesson 3: Creating PDFs

Written by Michael Avery
Updated over a week ago

Lesson 4: Creating microsites

Written by Michael Avery
Updated over a week ago

Lesson 5: Send campaign emails

Written by Michael Avery
Updated over a week ago

Transactions

Lesson 1: Search & filter transactions

Written by Michael Avery
Updated over a week ago

Lesson 2: Export transactions

Written by Michael Avery
Updated over a week ago

Companies & Contacts

Lesson 1: Search & filter contacts

Written by Michael Avery
Updated over a week ago

Lesson 2: Create a company / contact

Written by Michael Avery
Updated over a week ago

Lesson 3: Manage marketing lists & preferences

Written by Michael Avery
Updated over a week ago

Lesson 4: Export contacts

Written by Michael Avery
Updated over a week ago

Importing Data Guides

Bulk Upload Transactions

Send us a list of your transactions and we'll load them for you

Written by James Penney
Updated over a week ago

Bulk Upload Requirements

Send us your requirement lists and we'll load them for you

Written by Michael Avery
Updated over a week ago

Bulk Upload Companies & Contacts

Send us your data and we'll load them for you

Written by Michael Avery
Updated over a week ago