Using the NEW Core Process Simplification screens. This guide provides a straightforward, step-by-step approach to adding a new lettings applicant in the CRM system, It simplifies what can be a complex task into manageable actions, ensuring users can efficiently navigate the CRM platform. By following these steps, users can save time, reduce errors, and enhance their productivity in managing lettings applicants.
1. Navigate to https://crm.iamproperty.com/MyDay
2. Click "Bento" button
3. Click "Add new record"
4. Click "Add New Record"
5. Click "Lettings Applicant"
6. Select the "Mr" option.
7. Click this text field and add the Forename then Surname of the applicant
8. Click here and add the email address.
If the email address has been used previously in CRM you will see this screen showing the original records and giving you the option to merge or use the data from the other record to save you duplicating work.
Click "Create new record" if you want to manually create a new client record with the duplicate email address
Tip: Tip! If the main contact number is a mobile phone number then add the number to both the Mobile Phone and the Phone Number fields.
This enables the the CRM to understand how to both show a contact number and send SMS messages to the Applicant.
9. Click the "Search postcode" field. Select the postcode from the list or click '...Enter Address Manually' to enter/edit the address
10. Click here.
11. Click "Create & close"
Tip: Tip! Although this has created a new record it is still a basic record. There are still fields that need to be completed within the CRM Applicant record, for example you may have a Checklist enabled or UDF that need completion.
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