How to get started

Updated: 21/01/2021
Article #: 2


 

Make your first office
Once logged in you'll need to make an Office. Call it something simple like 'Main' or, if you have many branches, name each of them after their location.

Add or Edit your channels
A channel is how you handle enquiries. You can add as many as you need for each office.

For example, if you list rental properties on Rightmove. You'll want to set up a 'Letting' channel with a portal of 'Rightmove'. You can customise how to respond back to your enquiries by setting a response and an action link.


Update your portal email address
Once you've configured the basics it's time to tell your portals to send us your enquiries.

Each office you make has a unique email address. You'll need to add this on the portals that you list on (Think Rightmove, Zoopla, On The Market, or One Dome).

You can find this email address on each of the office pages.

Once you're done, it's time to make a cuppa, sit back and relax.

 







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