ReSales Online

Client Profiles - everything you need to know

If your website is configured to send property enquiries to your ReSales-Online CRM, this is how to view and assign them

How to manage your website enquiries

A web page link provides a method for your clients to click and directly open up property details on your website.

What is a Web Page Link (weblink)?

When taking clients to view properties with other agents it is always a good policy to have a signed commission agreement.

How can I print a Commission Agreement for a viewing appointment?

Adding emails from your clients to the system's CRM will keep all their correspondence in one place and save you time.

Saving emails to the system CRM

What is CRM?

Build tailored reports to display your sales pipeline, track individual performances within your team, and much more.

How can I create a custom report?

Growing your client database and keeping the information up to date is key to the success of any businesses.

How can I add a client to my contact list?

Use the profile search feature to search for an individual or all the profiles you have created under your account.

Profiles Search

You can build a list of Contact Sources to suit your needs.  The list is flexible and Sources can be added, edited or deleted any time.

What is a Contact Source?

How can I manage my Contact Source and Contact Stage lists?

You can build your own list of Contact Stages to suit your needs.  The list is flexible and Stages can be added, edited or deleted any time.

What is a Contact Stage?

Property Viewings:  booking and managing your appointments

What is a task?

When sending a property by email, if you select the [Save to CRM] tickbox, the system will save the email under your client contact record.

What is the Save Email to CRM option?

How can I search for a task?

How can I export my clients / contacts to Excel?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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