HUSKYMONKEY WS Real Estate CRM Getting Started

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1 HUSKYMONKEY WS Real Estate CRM Getting Started Your destination for professional web solutions huskymonkey Copyright All rights reserved.

2 Getting started Thank you for purchasing huskymonkey WS! This documentation is made to help you get started with the CRM system. After following these simple steps you will start getting used to the look and feel of the platform. This document covers the most basic activities that you need: Adding clients, adding properties, and adding leads. Home Page 1- Main menu: use this menu to navigate through the system 2- Personal account details and settings: click the arrow to change your account details 3- Create button: use this button to create clients, properties, leads, tickets, etc. 4- Statistics: shows total listings you have and total portals you are signed up to 5- Updates about other users in the form of messages 6- Tweets from huskymonkey twitter account In huskymonkey WS there are 2 types of users: Super user: has access to all clients, properties, and leads and can add, delete, or edit any data (usually given to managers and supervisors). Normal user: can only create new properties, clients, and leads and can only view the data that he/she has created (usually given to agents). huskymonkey WS: Getting Started - 2

3 1. Adding clients Clients are property owners that have properties for rent or sale. To go to the clients page, click Clients in the main menu. The page lists all clients that are entered into the system. You can click on any client record to view the full information. To create a new client, either click the Add client button or go to CREATE button and choose Clients. Add all client information then click Save. If you need more fields to enter extra information, click add button then choose the field that you need. huskymonkey WS: Getting Started - 3

4 You can now see the full record of your new client. Notice the activity box at the bottom; you can use this box to post any useful information or comments about that client. E.g.: Outside UAE, will be back 3 rd of March. huskymonkey WS: Getting Started - 4

5 2. Adding properties Properties can be residential or commercial, for rent or for sale. To view properties, choose Properties in the main menu. All listed properties will show. To create a new property, go to CREATE button and choose Properties. When the new page appears, fill in all required information for the property. Notice that you must assign the property to a pre-existing client. Therefore, if you have not added the client yet go back and do that before adding a property. huskymonkey WS: Getting Started - 5

6 Click Save when you finish filling the property information. This will take you to the next step. The next step is to upload the property pictures. You can upload pictures from your computer by clicking select files button then clicking Start upload after you finish choosing all pictures. To choose a picture that you have already uploaded before, choose Select pictures from project library. Your property is now ready to be viewed. To edit property details, upload more photos, or delete the property click options and select the option you desire. You can also delete photos by choosing Bulk Delete. huskymonkey WS: Getting Started - 6

7 3. Creating leads Leads are prospective customers that want to buy or rent a property. To go to the leads page, click Leads in the main menu. The page lists all leads that are entered into the system. You can click on any lead record to view the full information. To create a new lead, either click the Add Lead button or go to CREATE button and choose Leads. Add all lead information then click Save. huskymonkey WS: Getting Started - 7

8 You can edit lead information of delete a lead by choosing More button. huskymonkey WS: Getting Started - 8

9 Finally, we hope you enjoy working with huskymonkey WS. If you have any issues please do not hesitate to contact us. Our technical team will be more than happy to help you! PO BOX: 7530, DUBAI, UNITED ARAB EMIRATES Tel: huskymonkey. Copyright All rights reserved. huskymonkey WS: Getting Started - 9