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  • Everyone will only see the leads which are relevant to the office they are associated with. Each user in VIA will have a branch associated to their user account:

    • Arrange a viewing requests will display for the branch marketing that property

    • Valuations will appear for the branch that deal with in that operational area

    • General call me back forms will display for all (as there is no way of defining who should deal with these general leads)

    • Super users of VIA who are not allocated to specific branch (the branch field is simply blank) will see all leads

  • To edit a users branch, go to the Users tab. Search for the user you want to edit, and select the relevant branch from the drop down options to allocate them to this branch. Click Save & Close to save your changes

  • To edit the operational area a branch deals with, go to the top tab (called Areas & Offices, Lead Manager, or CRM) > then select the Offices tab. Search for the relevant office, double click it or right click and select edit, then go to the associated areas section to allocate areas to the office. You can also edit specific areas by clicking the Areas tab. This video explains more about how areas can be defined in VIA What is the Areas section and what does it do

How do I action the lead?