iDashboard
New to iDashboard? Start here
Dashboard (Home Screen)
Contacts
- Set Up Contact Added Email aka Welcome Email
- Activity Stream
- Add a new contact
- Adding notes to a contact
- Add a Property Inspection for a Contact
- Add a Property Opinion for a Contact
Leads Inbox
- Getting to know the Leads Inbox
- Lead Inbox Settings
- Setting up Leads Inbox to receive enquiries from Portals
- Matching Contacts and Properties to Leads
- How to Process Leads
- Working with Enquiries
Real Estate & Listings
- ★ Share a Property Preview with Landlord/Vendor
- Add a Buyers Opinion or Offer
- Add a Private Inspection
- QR Code Checkin for Open Homes and Private Inspections
- Download a Listing QR Code
- Adding an Expense to a Property
Website Intergration
Email Campaigns
- Automatically Subscribe Contacts to Campaigns
- Send an email to a group of contacts
- Send an Email to your Workspace contacts
- Automatic bounce unsubscribing
- Create an automatic composition
- Create a newsletter series
Mail Merge
- The Different Types of Mail Merge Fields
- Date & Time Mail Merge Fields
- Property Mail Merge Fields
- Contact Mail Merge Fields
- Sender/Employee Mail Merge Fields
- Agency Mail Merge Fields
Handouts & Booklets
Reports
- Submitting an Office Report
- Contact report/generating CSV contact list
- Export Contacts for RiTA
- Creating a handout report
- Creating a property booklet
- How to print out your 4pp Property Booklet in A5
Auto Stats
- Auto Stats Overview
- Conjunctional Sales & Non-Web Published Properties
- Development Sites & Multiple Lots
- Employee Linking
- General Employee Configuration for Auto Stats
- Managing Rookie Accounts
Administration
- Adding an Action Plan
- Adding files to the Document Library
- Agent Notifications
- Change Password
- Enable Two-Factor Authentication (2FA)
- Managing Canvas Areas
Wizards
Integrations
Property Uploads (XML Feeds)
- Common reasons why a property won't upload
- Contact details for portals
- How do I setup a new feed?
- Outgoing Feeds
- Portals supported by iDashboard
- Website Marketing
Troubleshooting
- Check if an email address is valid
- How do I check why a property has been rejected by an external portal?
- How do I clear the cache in Firefox?
- Maintenance screen still showing
- Marketing material troubleshooting
- Reports Troubleshooting