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🕑 Latest Lessons
- Bulk Payment File – Setup
July 22, 2021 (313 views) - Webinar: Sales Process
May 27, 2021 (348 views) - Webinar: Deleting Transactions
May 18, 2021 (295 views) - Webinar: Online Maintenance Requests
May 18, 2021 (295 views) - Email Settings – Gmail Security
May 17, 2021 (325 views) - Buyer Matching – Webinar
March 29, 2021 (398 views)
🎓 Admin 33
- Adding a Contact 1,771 views
- Producing a Brochure 1,581 views
- Communicating with clients in bulk 1,546 views
- Adding a Tenancy 1,377 views
- Linking Contacts 1,355 views
- Adding a Note 1,304 views
- Requirements 1,272 views
- Key List 1,265 views
- Generating a letter 1,247 views
- Outlook Emails 1,234 views
🎓 Configuration 21
- Updating Email Settings 3,125 views
- Importing contacts/properties 1,550 views
- Adding an Email Template 1,545 views
- Contact Types 1,542 views
- Property Areas 1,368 views
- Changing currency 1,280 views
- Changing Initials to Full Name 1,267 views
- Users Settings 1,240 views
- Syncing Diary to Gmail/Outlook 1,164 views
- Turn on VPN 1,091 views
🎓 E-Signatures 5
- Adding Signable Tags 1,555 views
- E – Signatures 1,541 views
- Sending Docs to get E- Signed 1,351 views
- E-signatures 1,065 views
- Tracking E- Signable Docs 1,029 views
🎓 Financial 43
- Deleting Transactions 1,597 views
- Close and Bill Work Order/Undo Bill Work Order 1,595 views
- Accepting Rents 1,540 views
- Bank Reconciliation 1,436 views
- Transfer Fees 1,301 views
- Paying Contractors 1,261 views
- Paying Landlords 1,227 views
- Emailing Yearly Statements 1,223 views
- Refunding deposits 1,221 views
- Paying Contractors 1,219 views
🎓 GDPR 1
- Anonymising a Contact 1,044 views
🎓 Integrations 2
- Smart Key 1,634 views
- E – Signatures 1,541 views
🎓 Lettings 23
- Adding a Contact 1,771 views
- Adding a Property 1,542 views
- Adding a Tenancy 1,377 views
- Linking Contacts 1,355 views
- Sending Docs to get E- Signed 1,351 views
- Requirements 1,272 views
- Key List 1,265 views
- Generating a Lease 1,221 views
- Adding a tenancy 1,179 views
- Adding an Appointment 1,149 views
🎓 Lettings - Basics 6
- Adding a Contact 1,771 views
- Adding a Property 1,542 views
- Sending Docs to get E- Signed 1,351 views
- Adding an Appointment 1,149 views
- Generating a Letter of Engagement 1,072 views
- Adding a BER 1,041 views
🎓 Marketing 2
- Feeding Properties Online (if feeds are set up) 1,057 views
- Match and Market 594 views
🎓 New Homes 2
- New Homes Progression Report 967 views
- Webinar- New Homes 925 views
🎓 Property Management 25
- Communicating with clients in bulk 1,546 views
- Work Order List – Overview 1,544 views
- Accepting Rents 1,540 views
- Linking Contacts 1,355 views
- Key List 1,265 views
- Paying Landlords 1,227 views
- Emailing Yearly Statements 1,223 views
- Paying Contractors 1,219 views
- Management Fees 1,072 views
- Inspections 1,055 views
🎓 Quick Tips 28
- Close and Bill Work Order/Undo Bill Work Order 1,595 views
- Uploading Listing Online 1,105 views
- Adding a BER 1,041 views
- Editing a letter template 1,023 views
- Edit an Email Template 977 views
- Add new letter head 957 views
- Notes (Desktop alert) 912 views
- Where to change defaults 910 views
- Informing all bidders of offer 910 views
- Turn off property feedback 887 views
🎓 Reports 6
- New Homes (Development List) 1,600 views
- Development list 1,086 views
- Webinar- Reports 909 views
- Custom Reports + Adding Logo to Reports 869 views
- Key Performance Indicator – Report 787 views
- Reporting (Contractor Payments) 448 views
🎓 Sales 35
- Adding a Contact 1,771 views
- New Homes (Development List) 1,600 views
- Producing a Brochure 1,581 views
- Adding a Property 1,542 views
- Property Offers – Screen 1,540 views
- Logging Offers 1,409 views
- Linking Contacts 1,355 views
- Sending Docs to get E- Signed 1,351 views
- Requirements 1,272 views
- Key List 1,265 views
🎓 Sales - Basics 12
- Adding a Contact 1,771 views
- Producing a Brochure 1,581 views
- Adding a Property 1,542 views
- Logging Offers 1,409 views
- Sending Docs to get E- Signed 1,351 views
- Adding an Appointment 1,149 views
- Adding a Booking Deposit 1,075 views
- Generating a Letter of Engagement 1,072 views
- Adding a BER 1,041 views
- Adding an applicant 928 views
🎓 Sales Intermediate 7
- Property Progression Screen- Overview 1,234 views
- Property Feedback Requests 1,179 views
- Invoicing for Outlay 1,023 views
- Adding a Solicitor 931 views
- Turn off property feedback 887 views
- Adding proof of ID 872 views
- Generate a closing statement & invoice (Sales) 645 views
🎓 Step by Step Processes 9
- Acquaint – Letting Process 2,294 views
- Acquaint – ESignature Process 2,264 views
- Acquaint – Sales Process 1,954 views
- Acquaint – Processing Rents 1,723 views
- Acquaint – Maintenance Process 1,590 views
- Acquaint – Property Matching Process 1,587 views
- Acquaint – Daily Financial Process 1,559 views
- Acquaint – Rebranding Process 1,435 views
- Steps – Going live with Client Account 626 views
🎓 The Basics 25
- Adding a Contact 1,771 views
- Producing a Brochure 1,581 views
- Work Order List – Overview 1,544 views
- Adding a Property 1,542 views
- Adding a Tenancy 1,377 views
- Requirements 1,272 views
- Key List 1,265 views
- Generating a letter 1,247 views
- Outlook Emails 1,234 views
- Adding a tenancy 1,179 views
🎓 Webinars 19
- Webinar: Frequently Asked Questions 1,022 views
- Webinar: Invoicing 956 views
- Webinar- New Homes 925 views
- Webinar: The Lettings Process 912 views
- Webinar- Reports 909 views
- Webinar- Property Matching 906 views
- Webinar: Editing Templates 879 views
- Webinar- Tasks, Notes, Keys and Diary 872 views
- Webinar- Financial Transactions 860 views
- Acquaint Anywhere – Webinar 680 views