Title: Welcome to VIA CRM Edition; an introduction to the basics of using your VIA software to manage your estate agency  
Owner: Elliott
Creator: Elliott Jan 16, 2023
Last Changed by: Elliott Feb 01, 2023
Tiny Link: (useful for email) https://webdadi.atlassian.net/wiki/x/AQDNMg
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Time Editor  
Feb 01, 2023 09:37 Elliott View Changes
Jan 19, 2023 10:45 Elliott View Changes
Jan 19, 2023 10:28 Elliott View Changes
Jan 19, 2023 09:18 Elliott View Changes
Jan 18, 2023 10:01 Elliott  
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External Links (3)
    https://webdadi.atlassian.net/wiki/spaces/PKB/pages/7153910…
    https://webdadi.atlassian.net/wiki/pages/viewpageattachment…
    https://webdadi.atlassian.net/wiki/spaces/PKB/pages/8029470…
Public Knowledge Base (26)     Page: How to send an email newsletter
    Page: Automated Email Property Alerts
    Page: Uploading a property to the property portals such as Rightmove, Zoopla or On The Market
    Page: How to add a video tour to your properties
    Page: Adding a new contact (such as an applicant, vendor, landlord, contractor, solicitor, developer etc)
    Page: Why is my property not exporting to the property portals? Common mistakes that prevent properties from being sent to the portals correctly
    Page: How to change the owner of a contact
    Page: How to create email newsletter mailing lists
    Page: Generate and print a list of recently registered applicants from the contacts tab
    Page: Property chain management; how to add the details of properties above & below your property to see a complete property chain
    Page: VIA MailMerge cannot merge information, macros blocked warning
    Page: Generate and print a list of applicants, vendors or landlords by registration, review or last contacted date
    Page: How to edit a property
    Page: Searching for contacts; how to generate and print call lists or contact reports
    Page: MailMerge Plugin - How to generate letters and documents for a property using the templates that have been uploaded to VIA
    Page: SEO Hints & tips; why entering your property address correctly in your CRM is so important to your website's performance
    Page: Previewing properties, selecting multiple properties and actioning tasks
    Page: Adding a new user to VIA
    Page: Generate and print a list of vendors from the contacts tab or the property tab
    Page: Changing a property listing from a sales to a lettings property, or from a lettings to a sales listing
    Page: MailMerge Plugin - Frequently asked questions (FAQs)
    Page: Uploading media to properties; what file formats are needed.
    Page: Editing a contact record (such as an applicant, vendor, landlord, contractor, solicitor, developer etc)
    Page: Previewing contacts, selecting multiple contacts and actioning tasks
    Page: Creating a new newsletter email template
    Page: Generate and print a list of landlords from the contacts tab or the property tab