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Real Estate CRM

HOW TO ADD / EDIT & DELETE CLIENT To Add a New Client, follow the below steps:- Login to admin panelGo to Clients It will navigate you to the other page. It shows four tabs as follows:- (1). Add New Client – Click here to Add New Cl ...

HOW TO VIEW REPORTS To Check the Reports, follow the below steps:- Login to admin panelGo to Reports It will show 4 types of reports as mentioned below :- * Purchase Report * Sales Report * Expense Report * Profit Report 1) Purc ...

CONTENTS SETTING To Change/Edit Contents setting, follow the below steps:- Login to admin panelClick on Contents It will show you  two sub menu as follows:- 1) Pages 2) Slides 1) Pages :- With this option ,  click o ...

HOW TO ADD /EDIT/DELETE PROPERTY To Add a New Properties, follow the below steps:- Login to admin panelGo to Properties It will navigate you to the other page . It shows 4 tabs as follows:- (1). Add New Property– Click here to Add ...

HOW TO MANAGE EXPENSE & INVENTORY To manage Expense & Inventory , follow the below mentioned steps:- Login to admin panelGo to Expense / Inventory It will show you four options : - * Category * Vendor / Staff * Expenses * Inventory 1). Cate ...

HOW TO ADD NEW USER / EDIT / DELETE / ASSIGN RIGHTS TO THEM To Add a New User, follow the below steps:- Login to admin panelGo to Users It will navigate you to the other page ,titled ‘Users’. It shows four tabs as follows:- (1). Add New User :- C ...

HOW TO CHECK INVOICES Login to your account Click on the invoices tab It will navigate you to the page where there are two options:- 1.Balance Invoices :- It will give you details about all the invoices which are due and it gives yo ...

DETAILS ABOUT QUICK ACTIONS Under Quick Action , we have below mentioned options :- * Add New Contact *Add New Property  * Add New Lead *Add New Deal * Add New Expense *Add New Purchase a) Add New Contact :- On clicking on this option , it ...

HOW TO ADD / EDIT & DELETE AGENTS To Add a New Agents, follow the below steps:- Login to admin panelGo to Agents It will navigate you to the other page. It shows 5 tabs as follows:- 1). Add New Agent :- Click here to Add New Agents, E ...

INSTALLATION GUIDE Upload the package to your server.Unzip and visit the path from Browser (example. yourdomain.com/leadbook/)You will be able to view the first installation screen.Ensure all the requirement are fulfilled to avoid any ...

HOW TO ADD / DELETE DEALS To Add a New Deal, follow the below steps:- Login to admin panelGo to Deals It will navigate you to the other page. It shows 3 tabs as follows:- (1). Add New Deals– Click here to Add New Deals, Ente ...

HOW TO ADD / EDIT PURCHASE To Add a New Purchase, follow the below steps:- Login to admin panelGo to Purchase It will navigate you to the other page . It shows three tabs as follows:- (1). Add New Purchase– Click here to Add ...

HOW TO ADD / EDIT & DELETE LEAD To Add a New Plan, follow the below steps:- Login to admin panelGo to Plan It will navigate you to the other page . It shows 4 tabs as follows:- (1). Add New Lead– Click here to Add New Lead, E ...

HOW TO ADD / EDIT & DELETE PROJECTS To Add a New Project, follow the below steps:- Login to admin panelGo to Project It will navigate you to the other page ,titled ‘Project’. It shows three tabs as follows:- (1). Add New Project :-& ...

EMAIL & SMS SETTINGS To Change/Edit Email & SMS settings, follow the below steps:- Login to admin panelClick on Email & SMS It will show six sub-menus in a drop box, as shown below: 1. E-Mail Settings:- Click here and it will ...

HOW TO ADD /EDIT & DELETE PLAN To Add a New Plan, follow the below steps:- Login to admin panelGo to Plan It will navigate you to the other page. It shows three tabs as follows:- (1). Add New Plan:- Click here to Add New Plan, Ente ...