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Roles
Overview A Role is a named set of permissions. Every user in the system must be assigned a role —...
Roles & Users
Overview The Roles & Users module controls who can access what in the CRM. Access is managed thro...
Global Contracts
Overview Global Contracts is where all document templates are created and managed — for reservati...
Creating a Contract Template
Overview All contract templates are created from Setup → Global Contracts → Add New. The fields a...
Saved NPV Plans
Overview Once a payment plan has been validated and saved through the NPV Editor, it becomes a Sa...
NPV Comparison
Overview The NPV Comparison screen shows a side-by-side comparison of the original payment plan a...
NPV Editor
Overview The NPV Editor is where the salesman builds and customizes a payment plan with the clien...
NPV Module
Overview NPV (Net Present Value) is a tool that lets a salesman build and customize a payment pla...
NPV Configuration
Overview NPV settings are configured at two levels — the Project level (inside Edit Project) and ...
Customer Service Settings
Overview Customer Service Settings is where all configuration for the Customer Service module liv...
Delivery, Clients & Units Updates
Overview These three sections let the team log internal status updates, each scoped differently: ...
Customer Service Module
Overview The Customer Service module is the central hub for managing all support tickets and inte...
Tickets
Overview The Tickets screen is used to log and manage client support requests. Any issue a client...
My Leads
Overview My Leads is your personal workspace in the CRM. It shows all leads currently assigned to...
EOI Actions & Management
EOI Management Overview EOI Management is the central screen, under Financial Module, that lists ...
Creating a New EOI
Overview Use Add New EOI to register a client's expression of interest in a project before reserv...
EOI Module — Overview
Overview EOI stands for Expression of Interest. It lets the company collect a client's intent to ...
Finance Settings
Overview Finance Settings controls all financial rules — delay periods, penalties, notifications,...
Unit Sales Pipeline
Overview The Unit Sales Pipeline tracks a unit from the moment it's shown to a client all the way...
Create Payment Plans
Overview Payment plans define how a unit's price is split into installments. They can be created ...