Workbook Summary for PropSpace Training and Help

Workbook Summary for PropSpace Training and Help

Workbook Summary for PropSpace Training and Help

1. Introduction to PropSpace

  • Overview of the platform’s capabilities and benefits.

  • Key Features including lead and listing management, automation, and analytics.

  • Navigating the user interface and utilising support resources.

2. Lead Management

  • Detailed instructions on creating, editing, and deleting leads.

  • Utilising the Lead Pool for optimal lead distribution.

  • Managing leads through the Board View and understanding the importance of Lead Notifications.

3. Automation and Integrations

  • Setting up automation rules to streamline operations.

  • Integrating external services for enhanced functionality.

  • Using APIs for advanced customization and integration with other systems.

4. Listing Management

  • Creating, editing, and archiving listings, with a focus on using advanced features like Board View and Cross-Sell Partners.

5. Communications and Notifications

  • Setting up and managing SMS and Email notifications.

  • Using the Calendar for scheduling and reminders, ensuring efficient time management.

6. User and Access Management

  • Creating and managing user accounts and detailing how to set appropriate permissions and security settings.

  • Managing user roles and defining access levels to ensure data security and operational efficiency.

7. Reports and Analytics

  • Generating and analysing reports to track performance and make informed decisions.

  • Leveraging Market Intelligence features to stay competitive and understand market dynamics.

8. Advanced Features and Customization

  • Customising general settings and user interfaces.

  • Enhancing functionality through integrations with external services.

  • Developing custom API integrations to meet unique business requirements.

9. Troubleshooting and Support

  • Identifying and resolving common issues.

  • How to effectively contact support and utilise the Help Center for self-help and ongoing learning.

Tags: PropSpace Overview, Lead Management, Listing Management, Automation, Integrations, User Accounts, Access Management, Reports, Analytics, Market Intelligence, Advanced Features, Customization, Communications, Notifications, Troubleshooting, Support, Help Center, Real Estate CRM, Workflow Efficiency, Data Security, Client Engagement


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