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imported>Standout documentation update (Update Standout help for Sales Progression 2.0 and retain recent Communications Centre, portal, Customer Portal and Reports Centre documentation through 6 September 2026) |
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* navigation | |||
** Main Page|Home | |||
** Quick Start|Quick Start | |||
** Daily Workflow|Daily workflow | |||
* | * Sales workflows | ||
** | ** Sales Property|Sales property | ||
** | ** Sales Progression|Sales progression | ||
* | ** Registering a New Applicant|Registering an applicant | ||
** | ** Opportunity Finder|Opportunity Finder | ||
** | |||
** | * Lettings workflows | ||
* | ** Rental Property|Rental property | ||
** | ** Managing Applicant Requirements and Matching|Applicant requirements & matching | ||
** | |||
* | * Customers & growth | ||
** | ** Contacts|Contacts | ||
** | ** Customer Portal|Customer Portal | ||
** | ** Using the Customer Portal|Using the Customer Portal | ||
** | |||
** | * Everyday tools | ||
** | ** Dashboard|Dashboard | ||
* | ** Communications Centre|Communications Centre | ||
** | ** Diary|Diary | ||
* | ** Tasks|Tasks | ||
** | ** Reports Centre|Reports Centre | ||
** | ** Telephone Wizard|Telephone wizard | ||
** | |||
* Administration & specialist | |||
** Administration|Administration | |||
** Feeds and Portals|Feeds & portals | |||
** Inbound Enquiries|Inbound enquiries | |||
** Website Enquiry API|Website Enquiry API | |||
** OnTheMarket Inbound Enquiries|OnTheMarket enquiries | |||
** Zoopla Leads API|Zoopla Leads | |||
** Homeflow Inbound Enquiries|Homeflow enquiries | |||
** Communications Centre Usage|Communications Centre usage | |||
** Meta / Facebook Property Catalogue|Meta/Facebook catalogue | |||
** Profile|Profile | |||
** Brochures|Brochures | |||
** Bulk Rental Payments|Bulk rental payments | |||
** Agency Express|Agency Express | |||
** Xero Setup and Usage|Xero setup/usage | |||
** Sage Setup and Usage|Sage setup/usage | |||
** GDPR|GDPR | ** GDPR|GDPR | ||
* Recent changes | |||
** Recent Changes - September 2026|September 2026 changes | |||
* | |||
** | |||
Latest revision as of 08:45, 6 September 2026
- navigation
- Main Page|Home
- Quick Start|Quick Start
- Daily Workflow|Daily workflow
- Sales workflows
- Sales Property|Sales property
- Sales Progression|Sales progression
- Registering a New Applicant|Registering an applicant
- Opportunity Finder|Opportunity Finder
- Lettings workflows
- Rental Property|Rental property
- Managing Applicant Requirements and Matching|Applicant requirements & matching
- Customers & growth
- Contacts|Contacts
- Customer Portal|Customer Portal
- Using the Customer Portal|Using the Customer Portal
- Everyday tools
- Dashboard|Dashboard
- Communications Centre|Communications Centre
- Diary|Diary
- Tasks|Tasks
- Reports Centre|Reports Centre
- Telephone Wizard|Telephone wizard
- Administration & specialist
- Administration|Administration
- Feeds and Portals|Feeds & portals
- Inbound Enquiries|Inbound enquiries
- Website Enquiry API|Website Enquiry API
- OnTheMarket Inbound Enquiries|OnTheMarket enquiries
- Zoopla Leads API|Zoopla Leads
- Homeflow Inbound Enquiries|Homeflow enquiries
- Communications Centre Usage|Communications Centre usage
- Meta / Facebook Property Catalogue|Meta/Facebook catalogue
- Profile|Profile
- Brochures|Brochures
- Bulk Rental Payments|Bulk rental payments
- Agency Express|Agency Express
- Xero Setup and Usage|Xero setup/usage
- Sage Setup and Usage|Sage setup/usage
- GDPR|GDPR
- Recent changes
- Recent Changes - September 2026|September 2026 changes
