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Robert Bell

  • Total activity 45
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Activity overview

Latest activity by Robert Bell
  • Robert Bell created an article,

    Creating a match group for Properties

    Alto allows you to create match groups for properties. This means you can group records together based on a wide range of criteria. For example, you may want a list of the 3 bedroom properties for ...

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  • Robert Bell created an article,

    Rolling screens

    Rolling screens allow you to run a continuous display of your properties in your shop window. You can select the properties you want to show based on a range of search options, or, use match groups...

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  • Robert Bell created an article,

    Filtering the Main Dashboard by Branch and Negotiator

    If you are working across a number of different branches, you can filter the Main Dashboard to view either all branches or a specific branch. In addition, you can filter to see just those areas lin...

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  • Robert Bell created an article,

    Finding and filtering tasks

    You can find all your Tasks on the Main Dashboard, and these can be filtered to show activity for a specific branch and/or negotiator, if you have access to multiple branches. There are tabs for To...

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  • Robert Bell created an article,

    Updating and completing tasks

    You can manage your Tasks on the Main Dashboard, and if they've been linked to a property or contact, they can be found on the relevant records. You can easily keep track of tasks by amending their...

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  • Robert Bell created an article,

    Creating Tasks

    If you need a reminder to chase something up, you can create a New Task or To Do item which can be followed up in the Tasks widget on the Main Dashboard. Tasks can be created for you or be assigned...

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  • Robert Bell created an article,

    Chasing and revising offers

    Within Alto, you can follow up and revise an offer that's been made but not yet accepted from a prospective purchaser or tenant. The offer can be revised from the Offer Details window which can be ...

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    • 1 follower
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  • Robert Bell created an article,

    Sending a confirmation when a market appraisal appointment changes

    If you need to change the time of a market appraisal, you'll be prompted to send an SMS, email or letter to confirm the new arrangement. The steps below outline how to change the time from the diar...

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    • 1 follower
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  • Robert Bell created an article,

    Adding follow-up notes and feedback for viewings

    When a viewing is booked, there are two Tasks created. One is to remind you to contact the applicant to get feedback and notes about the follow up, the other is to remind you to pass that feedback ...

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    • 1 follower
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    • 1 vote
  • Robert Bell created an article,

    Changing a viewing

    You can change the time of a viewing and send an email or SMS message to confirm the alteration. To do this, you'll need to find the original viewing details which can be found in the Timeline for ...

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    • 1 follower
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