...
Below, we run through the basics of using VIA to get you started.
How to login to your software
Logging into your software is easy. Just go to your website address, followed by /webdadi
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.
...
VIA allows you to control who has access to your software and fully manage your account, including deleting and revoking users access
User rights in VIA - what access should I give my staff?
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
How to upload/add a property listing
Previewing properties, selecting multiple properties and actioning tasks
Uploading media to properties; what file formats are needed.
...
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.
...
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. You can then trigger tasks for contacts.
Adding a new contact (such as an applicant, vendor, landlord, contractor, solicitor, developer etc)
Searching for contacts; how to generate call lists or contact reports
Previewing contacts, selecting multiple contacts and actioning tasks
Generating a list of applicants, vendors or landlords by registration, review or last contacted date
Generating a list of recently registered applicants from the contacts tab
Generating a list of vendors from the contacts tab or the property tab
Generating a list of landlords from the contacts tab or the property tab
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.
...
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
...
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.
...
How to create email newsletter mailing lists
8) The Training & Support Centre
To view our full catalogue of guides and videos, head to the Training & Support centre in VIA. Simply login and click the blue Training & Support button on the left hand side. You can use the keyword search to look for further guides and videos.