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Archiving and Unarchiving Units
Archiving and Unarchiving Units Archiving a Unit: Select the units to be archived from the main list and click the "Archive" button. Why? Archiving units that are no longer active helps keep the database clean and focused on current properties, ...
How to add a viewing for a lead?
How to add a viewing for a lead? Adding Viewings for Leads Steps: Select Lead: Choose the relevant lead record. Create Viewing: Go to the Viewings tab and click on 'New Viewing'. Link Listing: Link the viewing with a listing and fill in details. Why ...
Archiving Projects
Archiving Projects Select for Archiving: Choose projects that are no longer active or needed in the main listings. Why? Archiving old or completed projects keeps the main project list uncluttered and focused on current activities, which improves ...
Income and Expense Reports
Income and Expense Reports Generate Reports: Access the "Reports" section and select "Income and Expense". Why? Generating these reports provides a clear view of the financial health of properties, aiding in budgeting, financial planning, and ...
Adding a Unit
Adding a Unit Navigate to Units: Access the "Properties" section from the main menu and select "Units". Why? This step directs you to the central area for managing all unit-related activities, making it easy to add, modify, or view unit details. ...