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How to create and manage users?
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
How to create and manage notifications and alerts?
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
How to customize your watermark and add it to photos?
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
How to publish properties on your website?
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
How to add languages to your website?
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
How to customize the font and colour of the texts in your website?
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
How to set up Google Analytics, GTM and Facebook Pixel on the website?
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
How to manage the search for properties in our website?
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
How to manage and add new state to a lead?
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
How to add an origin to a lead?
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