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This guide has been reviewed against our global client base and classed as relevant to all regions |
The AgencyCloud Online self-service portal (or tracker) allows a landlord, tenant, vendor or prospective buyer to access a website in order to view real-time information about their properties or those they have shown interest in
This article outlines how your clients can use the self-service portal
The guidance below is also available as a downloadable guide
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| title | Click here to download |
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| name | Using a the AgencyCloud Online self-service web portal (tracker).pdf |
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1. Logging in to the portal An email needs to be sent to the client (from the agent) containing a link to the portal | Tip |
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Where required, login credentials can be resent by the agent |
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2. Home screen The tracker home page is displayed, showing the options that apply
In this example, the client has access to the Selling, Letting, Renting and Looking home pages  The numbers in red indicate messages/notifications to attend to The back arrow (top left) takes you back to the previous screen Logout is available on all pages and should be used to securely log you out The Selling, Letting, Renting and Looking options navigate to the portal home page
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If only one tracker is applicable (e.g. Selling), the home page for that tracker will be shown directly instead |
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How your clients can use the self-service web portal - this guidance is also available as a downloadable guide (access the article for the download option) |
