Page Comparison

Setup Negotiators

Amend user information, add new users, remove existing users and & transfer data from one user to another

12.83+

Setup Areas

Add/edit property areas used in AgencyCloud
Areas are commonly used for matching

12.83+

Setup Offices

Add/edit office details used in AgencyCloudbranch/office set-ups

12.143+

Setup Referrals

Add/edit referral options
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies

12.144+

Setup (Tenancy) Checks

Add/edit checks & agreements, including:

• Checks: Pre-Tenancy, Post-Tenancy,
  Pre-Instruction, Offer, Certificate

• Agreements: Break Clauses, Allowances, Renewal Options, Responsibilities

12.144+

Setup Marketing Expenses

Add/edit options offered in the marketing expenses screen
Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages

12.144+

Setup Sources / Position / Feedback

Add/edit sources/advertising, applicant status & viewing feedback options

12.145+

Setup Contact Categories

Add/edit contact categories offered in the contact record

12.145+

Setup Mailings

Add/edit mailings & events options offered in the contact record

12.145+