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MLS & CRM User Manual

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MLS & CRM User Manual

Quick Start
Account & Profile
Core Workflow
Searching & Alerts
Leads & Enquiries
Contacts & CRM
Managing Listings
Sales Pipeline & Tasks
Microsite & Sharing
- MicroSite - Share properties
- Sharing listings on social media
Website Builder
Marketing and Portals
Reports & Statistics
AI & Automation
- AI Property Research Agent
- Automations, Notifications & Lead Routing
Credits & Referral Program
- How to earn/use credits
- How referrals work
Support
Release Notes & Roadmap
- New Features & Roadmap
Security & Compliance
- Data protection & GDPR guidance
- Incident Response
Legal
- Privacy Policy
- Terms & Conditions
Technical Documentation
- XML Export Structure
FAQ (MLS & CRM)

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