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📚 AgentsInsight training guides
📚 AgentsInsight training guides
Introduction to your Agency's daily dashboard
By Michael and 2 others
3 authors
30 articles
▶︎ 2 Minute Overview of Agency CRM
🌟Pro - Requirements: Client login
🌟Pro - Disposals: Email
🌟Pro - Disposals: Export
🌟Pro - Requirements: Property shortlist
🌟Pro - Requirements: Export
Starter Guides
Lesson 1: Property Marketing - initial steps to market a property to the public
Lesson 2: Respond to Applicants - basics of storing & replying to enquiries
Respond & track requirements
Lesson 1: Initially create, match & respond to applicants
Lesson 2: Keep requirements up to date
Lesson 3: Book viewings
Lesson 4: Running requirement reports
Personalise the Requirements Hub
Society Acquisitions Types
Property Marketing
Lesson 1: Publishing to portals
Lesson 2: Publishing to website
Lesson 3: Creating PDFs
Lesson 4: Creating microsites
Lesson 5: Send campaign emails
PDF Particulars
Transactions
Lesson 1: Search & filter transactions
Lesson 2: Export transactions
Transactions: Creating a transaction
Companies & Contacts
Lesson 1: Search & filter contacts
Lesson 2: Create a company / contact
Lesson 3: Manage marketing lists & preferences
Lesson 4: Export contacts
Importing Data Guides
Bulk Upload Transactions
Bulk Upload Requirements
Bulk Upload Companies & Contacts
