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Lisa Uzzell

  • Total activity 36
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Activity overview

Latest activity by Lisa Uzzell
  • Lisa Uzzell created an article,

    Creating a group - consent features

    Alto allows you to create a listed group of contacts based on their consent to marketing and communication for GDPR. Note The flags in the Consent section only relate to Client contacts. Therefore...

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    • 1 follower
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    • 0 votes
  • Lisa Uzzell created an article,

    Dashboard - managing event dates

    All upcoming event dates that are to be renewed are accessible from the Event Dates widget on the Property Management Dashboard.   From here, you can manage due or overdue dates for insurance renew...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    My Hot Applicants

    Applicants within Alto can be marked as Hot. Hot applicants are applicants who know what they want and where, how much they want to spend, and who are in a position to move quickly.  This article i...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Step-Through records

    Step-Through mode allows you to toggle your match groups between the usual "List View" and "Step-Through mode", which allows you to view the details of each item and navigate through the list.  No...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Changing the status of a property

    At various stages, you may be required to change the status of a property to ensure that it's marketed correctly. Sales property Click Property on the main toolbar Select the relevant property ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Adding a date to a contact

    In a contact record, you have the option to add dates to remind you of important recurring events relating to that contact.  Note Dates can be added to landlords, tenants and suppliers but cannot...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Adding insurance details to a property

    In a property record, you have the option to add insurance information such as the renewal dates, sum insured, excess, and policy number. Note A property must be in the instructed phase before ins...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Adding a date to a property

    In a property record, you have the option to add dates to remind you of important recurring events relating to the property, such as gas safety certificates and EPCs. Note A property must be as f...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Landlord period statements

    When a landlord requests a balance of the income and expenditure from their statements for a specified period, you can create landlord period statements, which can be printed or emailed. Landlord p...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Lisa Uzzell created an article,

    Creating a group of hot buyers

    Alto allows you to create a listed group of your hot buyers which meet a specific criteria.  Note Groups created from the Contacts section can't be seen by the entire branch or agency. They will o...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes