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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.
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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?
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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
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6) Creating letters & documents
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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.