General
- Identifying Calendar Entries
- Adding a Key Log Record to a Property
- Viewing Appraisals Requiring Conclusion and Managing Appraisals
- Adding an Appointment to Your CRM Calendar
- Updating an Email Template in CRM
- Adding or Updating Warning Messages
- Filtering Records in the Applicants List
- Checking who changed a record
- Adding the Reporting Dashboard Module to Branches and Users
- Using the Sales Reporting Dashboard
- Using the Search Tool in CRM
- Uploading and Emailing a Sales/Lettings Brochure
- 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
- Accessing Sales Compliance in CRM
- Registering Client Portal Users In iamproperty CRM
- Creating an Email Template in CRM
- Creating a Property Brochure in Adobe PDF Format
- Running a Report in CRM
- Linking Journal Entries in CRM
- Adding a New Journal Entry in CRM and linking it to Another Record
- Using a Checklist
- Linking Journal Entries in CRM
- Updating 'Lookups' in iamproperty CRM
- Linking Journal Entries in CRM
- Creating a Property Brochure or Window Card - Sales and Lettings