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Resale — Resale Units
Overview The Resale Units section is where all resale properties submitted by owners are listed a...
Network — Owners
Overview Owners are individuals or entities who own properties and want to sell or rent them. You...
General Settings
Overview General Settings is where the system-wide configuration lives — company identity, commun...
Active Brokers
Overview The Active Brokers tab shows all broker companies currently active in the system. Broker...
Duplicated Leads
Overview The Duplicated Leads screen shows leads that someone attempted to add more than once. In...
Document Word
Overview Document Words are placeholder codes inserted into contract templates. When a document i...
Permissions Reference
Overview Permissions are organized into groups — each group covers a specific area of the CRM. Wh...
Locations Setup
Overview Locations is where you define the location hierarchy used across the Broker CRM — when a...
Resale — Resale Units Table & History
Overview The Resale section has two additional views beyond the card view — the Resale Units Tabl...
Primary Units — Project Units History
Overview The Project Units History tab provides a complete audit log of all actions taken on all ...
Primary Units — Unit Types & Selling
Overview Unit Types are the types of units within a project phase (e.g., Villa, Twin). Each unit ...
Primary Units — Projects
Overview The Projects section lists all developer projects you have access to. Each project is or...
Network — Sent CILs Log
Overview The Sent CILs Log tracks every CIL (Client Information Letter) you've sent to a develope...
Network — Developers
Overview The Developers section is where you add and manage the developer companies you work with...
Broker CRM
Overview The Broker CRM is a dedicated set of modules designed for broker companies to manage the...
Onboarding Process
Overview This module covers the full onboarding process — from the moment Sales hands off a new c...
Email Logs
Overview Email Logs records every email sent through the CRM — showing the sender, recipient, mes...
SMS Logs
Overview SMS Logs records every SMS message sent through the CRM — showing the message content, w...
User Logs
Overview User Logs is a system-wide audit trail that tracks every action taken by every user in t...
Users
Overview A User is anyone who logs into the CRM. Each user is assigned a Role (which defines thei...