General
- Identifying Calendar Entries
- Adding a Key Log Record to a Property
- Updating Property Management Access Settings in CRM
- Viewing Appraisals Requiring Conclusion and Managing Appraisals
- Adding an Appointment to Your CRM Calendar
- Updating an Email Template in CRM
- Filtering Records in the Applicants List
- Checking who changed a record
- Using the Lettings Reporting Dashboard
- Using the Search Tool in CRM
- Uploading and Emailing a Sales/Lettings Brochure
- Creating the (Final) Inspection Report In iamproperty CRM
- Ensuring All Contacts are Copied in on Email or SMS
- Sending a Letter Via E-Sign in CRM
- Logging into iamproperty CRM
- Adding a New Contact to an Existing Record in CRM
- Viewing and Managing Viewer Feedback for a Property Viewing - Sent Via the Viewing Templates Option
- Creating an Email Template in CRM
- Creating a Property Brochure in Adobe PDF Format
- Adding a New Journal Entry in CRM and Linking to Another Record
- Linking Journal Entries in CRM
- Scheduling an Open House Viewing
- Using a Checklist
- Creating a Property Brochure or Window Card - Sales and Lettings
- Adding an Inspection to the CRM Inspections Module
- Setting Contractor Financial Details and Commission Rates in CRM