Page Comparison

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1. Ensure all users have been allocated to a Branch. To assign a user to a branch or check if a user has been assigned to one:

   1. Login to VIA

   2. In the left hand menu, go to the Users tab then click Manage

   3. Click Search to view all users, or use the search bar to specifically search for a user

   4. Double click the relevant user from the list, or right click and select Edit

   5. Scroll to the Branch field and ensure you have selected the relevant branch from the drop down field

   6. Press Save and Close to save your changes, or Cancel to close the tab without saving

   7. Please note, only users with a Super user or Manager role can assign or edit the branches assigned to users

2. To edit or assign the areas that each branch covers in terms of lead allocation

   1. Login to VIA

   2. In the left hand menu, go to the top tab (entitled Areas & Offices, Lead Manager, Property Editor or CRM)

   3. Click the Areas tab

   4. Click Search to view all areas

   5. You will see a list of areas setup on your website, with the corresponding postcodes that define each area. These postcodes can be general or specific postcodes areas

   6. To edit the list of postcodes, double click the appropriate area from the list

   7. Scroll to the Postcodes field and edit the field to include the postcodes you need. Within VIA there are instructions on how to enter full or partial postcodes to help you accurately define the area. Click Save and Close once you have finished editing

   8. If you are happy with the list of areas and postcode allocation, go to the top tab

   9. Click Offices

   10. Click Search to view all offices, or use the search bar to specifically search for an office

   11. Double click the relevant office from the list, or right click and select Edit

   12. Scroll to the Related Areas section. Tick or untick all the areas you want to be covered by the office.

   13. Repeat these steps to add Related Areas to all of your offices as appropriate

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