General Properties

Network MLS

How to work with Network properties Collaboration with other agencies Network REMS

Developments

Contacts - CRM

General Concepts Buyers / Tenants Owners

Activities Property Portals Newsletters

Management

Enquiries Sales Bookings Reports EmailStore Documents

Setup

Agency Settings User Management

User's Profile Settings Automation Support

How to register a client from other agency

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General Concepts

How to create a New Contact How to select the Contact Type How to add additional contact methods How to add a Tag to a Contact How to attach documents to a Contact File How to register a client from other agency How to send Notifications about a Contact How to record an activity with a related event How to quickly log the content of a phone call How to log a WhatsApp Activity How to duplicate a contact How to archive a contact How to activate an archived contact What is an Unattended Contact and how to change the status to Attended How to search by Contact Tag How to manage Contacts: the Dashboard Contact chart How to replace contacts’ assignee user with a bulk action How to delete a contact What is the EmailStore and how to use it

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General Properties Network MLS Developments Contacts - CRM Activities Property Portals Newsletters Management Setup User's Profile Settings Automation Support