Use this guide to navigate the sales dashboard in iamproperty CRM.
1. Select Sales,, then Sales Dashboard.
2. Choose a dashboard tile, such as Properties, Vendors, Applicants, Sales Progression or Pending Offers.
3. Select #all to view more records and switch between tile and list views as needed.
4. Use the search, sort and filter options to find the records you need.
5. Select an underlined record to open it, or export a list to Excel or PDF if required.
Watch the walkthrough
Good to know
• The Activity List helps you monitor upcoming work and outstanding actions.
• Sales-specific tiles include Sales Progression, Pending Offers and Portals.
• Sales Compliance information is available where movebutler is used.