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Configuration/setup screen

Reason for use

Version required

Setup Negotiators

Info

Adding a new user, removing a user and transferring data between users

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

12.83+

Setup Areas

Info

Areas - how to add & manage

Add/edit property areas
Areas are commonly used for matching

12.83+

Setup Offices

Info

Offices - how to add & manage

Add/edit branch/office set-ups

12.143+

Setup ReferralsSources / Position / Feedback

Info

Referrals Source of enquiry/advertising, applicant status & viewing feedback options - how to add & edit

Add/edit referral options
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companiessources/advertising, applicant status & viewing feedback options

12.144145+

Setup (Tenancy) Checks

Info

Checks & agreements - how to set-up & maintain

Add/edit checks & agreements, including:

  • Checks: Pre-Tenancy, Post-Tenancy,
    Pre-Instruction, Re-let, Block Management, Offer, Certificate, Supplier, Renewal

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

12.144+

Setup Marketing ExpensesContact Categories

Info

Marketing expenses Contact categories - how to add & edit

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

12.144145+

Setup Sources / Position / FeedbackMailings

Info

Source of enquiry/advertising, applicant status & viewing feedback options Mailings & events - how to add & edit

Add/edit sources/advertising, applicant status & viewing feedback optionsmailings & events options offered in the contact record

12.145+

Setup Contact CategoriesReferrals

Info

Contact categories Referrals - how to add & edit

Add/edit contact categories offered in the contact recordreferral options
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies

12.145144+

Setup MailingsMarketing Expenses

Info

Mailings & events Marketing expenses - how to add & edit

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

12.145144+

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Tip

Click this link for a page which provides access to all self service configuration user guides:
Self service configuration options for AgencyCloud

Excerpt
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This page outlines which versions of AgencyCloud offer self service options