Salesperson 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 Feature Listings

3.5 Search Listings

3.6 Photos, Videos & Floorplans

3.7 Contracts

3.8 Uploading Listings to External Websites

3.9 Open Home Inspections

3.10 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

Stage 6: Productivity Tips

6.1 Calendar / Tasks / Workflows

6.1.1 Productivity Webinar

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.