Your VIA software is a CRM software which you can use to manage your day to day business. From adding property listings to your website & the portals to sending email property alerts.
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.
When you add a new user, you can choose what user rights to give them. This will mean you can lock out certain functionality and ensure the member of staff can only access what you want them to.
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.
How to add a video tour to your properties
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.
Uploading a property to the property portals such as Rightmove, Zoopla or On The Market
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.
There are also two options for sending property alerts
Automated property alerts will automatically send alerts to your applicants whenever a new property is added that suits their criteria. This feature will need to be turned on, it is not activated by default, so if you’d like to utilise this feature, please speak to your Account Manager
Manual property alerts will allow to perform property/applicant matches and send the relevant results to your contacts
The following articles run through the details of both of these options
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
MailMerge Plugin - Frequently asked questions (FAQs)
VIA MailMerge cannot merge information, macros blocked warning
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.
Creating a new newsletter email template
How to send an email newsletter
How to create email newsletter mailing lists