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:
Section: Real Estate
- Creating a contact
- Creating a property match
- Managing Subscriptions
- Searching for a contact
- Updating a contact
- Adding a new Lead Property
- Modify a Web Contact
Section: Printable Marketing Material and reports
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.