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Below, we run through the basics of using VIA to get you started.
1) Adding a new user
Firstly, you'll want to ensure that all the members of staff that need to use the CRM software have access.
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Top Tip - The Super User & Manager user rights should be reserved for the most senior people as they give access to your entire account, including adding and deleting users. The Standard, Basic and Read Only user rights are designed for your general members of staff
2) Adding a new property listing
Adding a new property listing is simple. The articles below will show you how to add a new listing & how to edit an existing one
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3) Uploading a property listing to the property portals
The following article will show you how to send a property listing to the property portals, as well as showing common mistakes, queries and troubleshooting articles.
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How to check if a property has been added/removed from the property portals successfully
4) Adding a new contact (applicant, vendor, landlord, contractor etc)
The following articles will show you how to add contacts to your VIA software, edit existing contacts, and generate contact lists
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How to change the owner of a contact
5) Applicant/property matching & sending property alerts emails
Within VIA you can match properties to applicants or applicant to properties.
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6) Creating letters & documents
VIA allows you to generate letters and documents that will automatically pull in the information about a property record. This allows you to create valuation letters, offers letters, or any other letter/document templates you might require
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VIA MailMerge - Creating your own letter/document templates
7) Creating & sending email newsletters
Within VIA, you can manually create email newsletters templates and email them to your contact database.
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