Training
Our upcoming training sessions will run through Prop Data Manage, ensuring you achieve everything you need to get your work done. Remember, these sessions will run month to month with a revised schedule updated each month.
Can't make it on the day of the webinar? View our previous webinar videos. Click Here.
PLEASE NOTE: EOS4 only
Usually, branch information will only be accessed by Branch management and is not usually applicable to all users. In this section, we will cover an overview of the Branches section and how to edit or update a specific branch.
A User is anyone who has access to the management system. However, not everyone will have access to this part of the system. Only admins, principals, owners and directors will have access.
Add / Edit / Syndicate Listings - residential, commercial & industrial, holiday letting & projects.
Listing Dashboard
Manage your Lead Stages
Match new listing to branch buyer/tenant profiles
The clients module consists of four submodules namely, Contacts, Profiles, Leads and Subscribers
Contacts = branch client list, includes contact dashboard with all interaction contact has linked to the contact dashboard
Leads = enquiry on a specific listing, manage lead stage flow
Profiles = buying or renting needs auto created from digital leads received. Enhance profile & match to other listings in your branch
Manage your Leads through various stages
Monitor agency transactions, Offers & Applications
Heather Sudding has years of experience in Real Estate and a keen insight into Prop Data’s new management system. She’s excited to show you what the platform can do for your business and answer any questions, however big or small.
Tuesday, 10 September @ 9:00
Duration: 30 mins