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Learn how to create new users and groups in this article and check out the steps to manage permissions: Creating new users: 1. Access the area Us...
Fri, 4 Oct, 2024 at 12:32 PM
Create alerts of the various actions that occur in the CRM and the APP. Be notified by email and within the CRM. Create and manage notifications: 1....
Fri, 4 Oct, 2024 at 12:32 PM
Check out the steps to customize the watermark and avoid the misuse of images from your agency: 1. Go to Settings - General Data - Watermark. 2. Def...
Fri, 4 Oct, 2024 at 11:58 AM
Promote your property portfolio to the world! Easily select and publish properties on your website. 1. Go to Properties - List. 2. Select the proper...
Fri, 4 Oct, 2024 at 11:59 AM
Speak the language of your potential customer and win them over as soon as they search for your properties. See in this article how to set up multiple langu...
Fri, 4 Oct, 2024 at 11:59 AM
Customise your website with your company's image. In this article you will learn how to customise the font and its colour. 1. Go to Website - Con...
Fri, 4 Oct, 2024 at 11:59 AM
Install Web Analytics tools and monitor the visits to your website. See in this article how to apply them to the website and the function of each one. ...
Fri, 4 Oct, 2024 at 11:59 AM
When searching for properties, manage the information. 1. Go to Website - Configurator - Configurations. 2. In the “Property Search” section, ind...
Fri, 4 Oct, 2024 at 12:00 PM
Did you know that with CASAFARI CRM you are free to create your own lead states? Check in this article how you can do it. Adding Lead States: 1. Go ...
Fri, 4 Oct, 2024 at 12:00 PM
Learn the productivity of each sales channel through origins. See here how to create them. Add Origins: 1. Go to Contacts - Origins. 2. Click the “...
Fri, 4 Oct, 2024 at 12:00 PM