Complete your profile

Includes How to's for Updating Your Password, Setting a Profile Picture and Bio, Adding Social Media Accounts, Adding/Updating your email signature, Managing your system notifications

How to setup your profile here

Managing Contacts

2.1 Contacts Overview

2.2 How to Add a Contact 

2.3 Edit a Contact

2.4 Search for a Contact

2.5 Duplicate contacts

2.6 Contact Groups

2.7 How do I assign a Consultant to a Contact

2.8 How can I delete Spam Contacts

2.9 Add a note to a Contact

2.10 How to Archive a Contact

Managing Listings

3.1 Adding a Listing

3.2 Manage a Listing

3.3 Search Listings

3.4 Photos, Videos & Floorplans

3.5 Contracts

3.6 Uploading Listings to External Websites

3.7 Open Home Inspections

3.8 Listings FAQ

Managing Leads/Enquiries

4.1 Adding Leads / Enquiries

4.2 Editing a Lead

4.3 Searching Leads

4.4 Re-Assigning Leads

4.5 Archiving (Deleting) Leads

4.6 Managing Lead Pipelines

4.7 Lead Management Webinar

Marketing to Clients

5.1 Window Cards 

5.2 Emails

5.3 Email Campaigns

5.3.1 Email Campaigns Webinar

5.4 Letters

5.5 Stockbooklets

5.6 Social Media

Reporting

6.1 Reports Overview

6.2 Custom Reports

Managing Tasks and Calendar

7.1 Task Overview

7.2 How to add a task

7.3 Search for a task

7.4 Task Status

7.5 Tasks Overview

Managing Properties

8.1 Property Overview

8.2 How to Add a Property

8.3 Edit a Property

8.4 Property Photos, Videos & Floorplans

8.5 Search for a Property

8.6 Archive a Property

8.7 Properties Open for Inspection

Client Communication

9.1 Communication Options

9.2 Send a Message

Client Management

10.1 Client Management Overview

10.2 Create a Client Portfolio

10.3 View and Manage Client Portfolio

Team Management

11.1 Team Management Overview

11.2 Team Members

11.3 Invite Team Members

11.4 Teams Overview

11.5 Adding/Removing Teams

General Settings

12.1 Settings Overview

12.2 How to change your password

12.3 System Notifications

Admin Settings

13.1 Admin Settings Overview

13.2 User Permissions