Welcome to VIA CRM Edition; an introduction to the basics of using your VIA software to manage your estate agency
- Elliott
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.
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.
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
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
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/815890438
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/854196225
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/428441629
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/438075645
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/801636373
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/550600738
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
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/443678813
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 and print call lists or contact reports
Previewing contacts, selecting multiple contacts and actioning tasks
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/534544402
Generate and print a list of vendors from the contacts tab or the property tab
Generate and print 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
Automated Email Property Alerts
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
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/673808396
MailMerge Plugin - Frequently asked questions (FAQs)
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/824999938
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.
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/715391000
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/715423797
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.