Using the NEW Core Process Simplification screens. This guide provides a straightforward, step-by-step approach to adding a new Lettings Property 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 properties.
1. Navigate to https://crm.iamproperty.com/MyDay
2. Click "Bento" button.
3. From the menu click "Add new record"
4. OR Click "Add New Record" on the 'My Day' screen
5. Click "Lettings Property"
Tip: Tip! This process creates both the Property and Landlord Records.
6. Click the "Address *" field and type the postcode, select the address from the drop down menu or click 'Enter Address Manually' to add the address.
7. Click the "Property type" "Property Age" and "Furnished Type" fields.
Click this dropdown.
8. Add the numbers of Bedrooms, Bathrooms and Receptions
9. Then click "Continue"
10. Next you'll be asked for Landlord details. Select the "Title" from the drop down menu.
11. Click here and add the Forename, Surname and 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
12. Click this and enter the mobile phone number
13. Click this text field.
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 applies to all Landlords.
This enables the the CRM to understand how to both show a contact number and send SMS messages to the Landlord.
14. Click the "Search postcode *" field type the Landlords address , if it is different from the Property being rented.
15. If there is a second Landlord click the "Add Another Landlord" option and complete the details.
Click "Create property"
Tip: Tip! If there is a second (or more) Landlord then it is good practice to add the second as a new record. EVEN WHEN the client is a married couple.
Any additional landlords can be added in the Property Record via the Landlord tab at the top of the Property Record Screen.
16. On the final screen there is an option to review the information added and edit.
If the Lettings Property is Same Address to Landlord
17. Untick the highlighted option at the bottom of the screen. Click the "Create Property" button.
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 Landlord record, for example you may have a Checklist enabled or UDF that need completion.
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