Agents Society

▶︎ 2 Minute Overview of Agency CRM

Michael Avery

James Penney

Holly Moran

Introduction to your Agency's daily dashboard

📚  AgentsInsight training guides

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

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

Starter Guides

Lesson 1: Initially create, match & respond to applicants

Lesson 2: Keep requirements up to date

Lesson 3: Book viewings

Lesson 4: Running requirement reports

Customise the quick links & save your views

Personalise the Requirements Hub

Society Acquisitions Types

Respond & track requirements

Lesson 1: Publishing to portals

Lesson 2: Publishing to website

Lesson 3: Creating PDFs

Lesson 4: Creating microsites

Lesson 5: Send campaign emails

Property Marketing

Lesson 1: Search & filter transactions

Lesson 2: Export transactions

How to create a transaction from a disposal or requirement

Transactions: Creating a transaction

Transactions

Lesson 1: Search & filter contacts

Lesson 2: Create a company / contact

Lesson 3: Manage marketing lists & preferences

Lesson 4: Export contacts

Companies & Contacts

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

Bulk Upload Transactions

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

Bulk Upload Requirements

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

Bulk Upload Companies & Contacts

Importing Data Guides

Powered by AgentsInsight

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

{assigneeName} needs more information from you

Tickets

English