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👉 Agency CRM: training guides
👉 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
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
Coming soon...
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
Society Acquisitions Types
Our New Society Acquisitions Types,
Written by
James Penney
Updated over a week ago
Property Marketing
Lesson 1: Publishing to portals
Quick overview
Written by
Michael Avery
Updated over a week ago
Lesson 2: Publishing to website
A quick overview
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