CRM

Dashboard

• Dashboard Announcement Board

Contacts

• Search Bar
• Property Alerts
• Add a Preference Profile
• Add a Contact
• Contact List

Contact Segments

• Add a Segment
• Segment Detail Page
• Segment List

Contractors

• Contractor Detail Page
• Contractor List

Contractor Companies

• Contractor Company Detail Page
• Contractor Companies List

Tasks and Appointments

• Appointments
• Task Permission
• Task Management

Calendar

• Scheduling Links: Letting Contacts Book Appointments Online
• Calendar Settings: Privacy, Working Hours and Integrations
• Using the Calendar: Tasks, Appointments and Events