Office Admin User - Getting Started

Office Admin User - Getting Started

Check out our selection of help articles that will get you well on your way to making the most out the Arosoftware system.

Stage 1: 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

Stage 2: 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

Stage 3: 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

Stage 4: 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

Stage 5: 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  Sending SMS 
5.7  Email/SMS Templates

Stage 6: Productivity Tips 

6.1  Calendar / Tasks / Workflows
6.1.1  Productivity Webinar
6.2  Introduction to Reporting
6.3  Vendor Reporting
6.4  KPI's
6.5  Automation

Stage 7: Managing Team Members

7.1  Add a new team member
7.2  Edit a Team Member
7.3  Archive/Delete a team member
7.4  Team member forgot their Password
7.5  Add a web team member only
7.6  Edit a Web Only Team member
7.7  Update a team member's profile
7.8  Change Team member Job role
7.9  Replace a Team member  
7.10  Team Member Permissions

Stage 8: Managing your Website

8.1 Website Manager Overview Webinar
8.2   Website Settings
8.3  Adding/Managing Website Pages
8.4  Editing your website pages
8.5  Managing Menu items
8.6  Blog Manager
8.7  Tracking Codes, Pixels & Plugins
8.8  Team Members on your Website


Not all modules are applicable / setup for all accounts. A number of functions / modules are dependent on subscription.  Please check with your office management or Arosoftware support for clarification if unsure