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Real Estate CRM

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 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 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 ...

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 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 ...

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 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 ...

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 ...

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 ...

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 ...

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 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 :-& ...

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 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 ...

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 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 ...