Video Tutorials

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Agency settings:

Set up the agency parameters to apply to all users. Add custom values, hide system-standard values, etc…

Role:

Agency Admin

Leads organisation:

Organise all your leads, set up statuses and substatuses and define default settings.

Role:

Agency Admin

Create a new property:

How to set up all the details to create a new property in Optima-CRM

Role:

Any User

Managing Accounts – The Accounts Grid:

How to manage accounts via the Accounts Grid in Optima-CRM

Role:

Any User

Managing Website Translation – CMS:

How to manage website translations via the CMS (Content Management System) in Optima-CRM

Role:

Agency Admin