Where to start?

We've tried to keep iDashboard as easy to use and intuitive as possible, but we know that starting to use a new system can be daunting. Our online knowledge base contains many articles on how to use the system - but this much information can be overwhelming.

Our recommended reading order is as follows:

• iDashboard Menu

Section: Real Estate
Articles:

• Add a New Listing/Appraisal
• Uploading Images
• Advancing the Status of a Listing
• Publish a listing
• Copying a Listing
• Editing your Listings
• Adding an Open Home
• Add an Open Home Visitor
• Print a brochure or window card

Section: Contacts
Articles:

• Creating a contact
• Creating a property match
• Managing Subscriptions
• Searching for a contact
• Updating a contact
• Adding a new Lead Property
• Schedule a Callback
• Modify a Web Contact

Section: Printable Marketing Material and reports
Articles:

• Create a Handout Report, Property Booklet, or Stock List.
• Contact Reports

Section: Website Integration
Articles:

• Employee profiles
• Testimonials

This is not the full scope of the functions and features of iDashboard, and does not list all of the articles that are available to you, but it is a good place to start to get the basics down. From here you may want to read about how to create Newsletters or learn more about the Automated emails that are sent from iDashboard, learn how to use Action Plans or the Document Library, or how to manage your company or employee details in iDashboard Admin.