PropertyMe Grow CRM Account Settings Training

This training covers everything you need to configure your account from the ground up — setting up users, permissions and your brand, through to portal integrations, data uploads and financial details. You'll also learn how to create content templates and verify your domain so your team is ready to hit the ground running.

What you'll learn

• Add Users, Agent Profiles and Permissions
• Setup and modify your brand
• Setup custom groups, sources and fields
• Manage portal integrations
• Upload data
• Verify your domain name email
• Setup content templates for emails, SMS and letter pdf's
• Add bank and financial details