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Quick Guides
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How to add a Vendor
Learn the step-by-step process of creating a new vendor profile, capturing their details, and associating them with a property.
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How to accept an Offer
Manage the offer pipeline, record negotiations, and officially mark an offer as accepted or rejected.
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How to schedule a Viewing
Book appointments, manage agent availability, and send automated confirmation emails to prospective buyers/tenants.
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Generate Reports
Export branch performance, sales pipeline analytics, and customized team KPIs.
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Browse by Category
real_estate_agent Sales & Lettings
- Listing a new property to market
- Managing the sales progression pipeline
- Handling tenant referencing
- Generating property brochures
engineering Property Management
- Logging a new maintenance issue
- Assigning contractors to work orders
- Processing contractor invoices
- Scheduling gas safety certificates
contacts Contacts & Intent
- Merging duplicate contact records
- Adding multiple active intents (e.g. Vendor & Purchaser)
- Filtering the contact directory
settings System Settings
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Recent Updates
- New Feature Branch Manager Dashboard Metrics Update May 5, 2026
- Improvement Contact directory terminology standardised to Vendor/Purchaser/Landlord/Tenant May 4, 2026