This guide provides a straightforward approach to managing active branches in your CRM system, ensuring you can efficiently oversee your operations. By following the steps outlined, users can easily navigate the platform and make necessary adjustments to their branch settings. This is essential for maintaining accurate records and optimizing your workflow. Viewing this guide will enhance your CRM management skills and improve overall productivity.
Tip: You will only need to do this once, if at all.
1. Navigate to https://crm.iamproperty.com/ControlCentre/Users
2. Click "My account"
3. From the menu select "Active branches"
4. Click this checkbox to select ALL the branches. If you only require a selection, just click onto the branches you require, which will turn blue as in the image below.
5. Once the branches are selected click "Save"
6. This is all, or some of your branches, selected and available to use.