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Contacts

Adding Contacts

  • Adding a new contact and searching for contacts
  • Adding a new applicant
  • Adding a vendor
  • Initial settings on a landlord
  • Adding a landlord
  • Adding landlord bank account details
  • See all 15 articles

Applicant Matching

  • Adding an applicants requirements profile
  • Renaming an applicants requirements profile
  • Disabling an applicants requirements profile
  • Deleting an applicants requirements profile
  • Stop a contact from matching to properties

Managing Contacts

  • Contact Statuses
  • Contact
  • Timeline
  • Documents
  • Transactions
  • Management
  • Sticky notes on a contact
  • Adding a General Appointment to a supplier
  • Booking a market appraisal for a contact
  • Booking a viewing via a contact
  • How to conduct a money laundering check
  • Transferring a contact to another branch
  • See all 14 articles

Emails, Letters & Documents

  • How to upload documents to a contact
  • Add a standard paragraph to an email and SMS
  • Adding additional recipients to an email
  • Adding an attachment to an email
  • Sending email and SMS messages to a contact
  • Create and send an event driven letter
  • See all 11 articles
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