Latest revision as of 08:45, 6 September 2026

Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work rather than around database screens.

Start here	Communications	Property & customers	Management & reporting
Quick Start Daily Workflow	Communications Centre Inbound Enquiries Customer Portal	Sales Property Sales Progression Rental Property Contacts Opportunity Finder	Reports Centre Communications Centre Usage Administration

Recent improvements

Standout has had a substantial update during August and September 2026. The biggest changes are the new Communications Centre, direct portal/website enquiry integrations, closer Customer Portal messaging, improved CRM conversion from enquiries, the redesigned Reports Centre and the new Sales Progression overview for agreed sales. See Recent Changes - September 2026 for a summary.

Communications and enquiries

Communications Centre – one place for new portal, website and Customer Portal conversations.
Inbound Enquiries – branch setup for Rightmove, OnTheMarket, Zoopla and Homeflow.
Website Enquiry API – send enquiries from an agency website directly into Standout.
OnTheMarket Inbound Enquiries – OnTheMarket setup, telephone-lead options and troubleshooting.
Zoopla Leads API – Zoopla Leads configuration and diagnostics.
Homeflow Inbound Enquiries – Homeflow callback setup.
Customer Portal – customer-facing portal features.
Using the Customer Portal – staff workflow.

Everyday tools

Dashboard
Communications Centre
Diary
Tasks
Sales Property
Sales Progression – health, next actions, blockers, target dates and chain visibility for agreed sales.
Rental Property
Telephone Wizard
Reports Centre

Administration and specialist guides

@@ Line 1: / Line 1: @@
+__NOTOC__
 = Standout Property Manager Help =
-Welcome to the Standout Property Manager knowledge base. This guide covers the day-to-day workflows used by estate and lettings teams, from registering a contact and marketing a property through to sales progression, tenancy management and customer self-service.
+Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work rather than around database screens.
-If you are new to Standout, start with the '''[[Standout - Quick Start|Quick Start]]''' guide.
+<div class="mw-parser-output">
+{| class="wikitable" style="width:100%;"
-== Core areas ==
-{| class="wikitable" style="width:100%"
-! Area
-! What it is used for
-|-
-| [[The Dashboard|Dashboard]]
-| Your personalised overview of appointments, tasks, recently edited records, performance information and other daily activity.
-|-
-| [[Diary Overview|Diary]]
-| Staff appointments, valuations, viewings, tasks, reminders and calendar integration.
-|-
-| [[Property Overview|Properties]]
-| Sales property records, marketing, viewings, offers, progression, documents and property history.
-|-
-| [[Rental Property Overview|Rentals]]
-| Rental property records, tenancies, compliance, inspections, repairs and financial information.
-|-
-| [[Contacts Overview|Contacts]]
-| Applicants, purchasers, vendors, landlords, tenants, contractors, solicitors and other people or organisations held in Standout.
-|-
-| [[My Move Customer Portal|My Move]]
-| Secure customer access to their property journey, documents, viewings, offers, onboarding, AML, repairs and property requirements.
 |-
-| [[Opportunity Finder]]
+! style="width:25%;" | Start here
-| Proactive prospecting that identifies people in the CRM who are worth contacting, including valuation opportunities, withdrawn vendors and dormant applicants.
+! style="width:25%;" | Communications
+! style="width:25%;" | Property & customers
+! style="width:25%;" | Management & reporting
 |-
-| [[Administration]]
+| [[Quick Start]]<br />[[Daily Workflow]]
-| Agency, branch, staff, diary, template, integration and system configuration.
+| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]]
+| [[Sales Property]]<br />[[Sales Progression]]<br />[[Rental Property]]<br />[[Contacts]]<br />[[Opportunity Finder]]
+| [[Reports Centre]]<br />[[Communications Centre Usage]]<br />[[Administration]]
 |}
+</div>
+== Recent improvements ==
-== New customer self-service ==
+Standout has had a substantial update during August and September 2026. The biggest changes are the new [[Communications Centre]], direct portal/website enquiry integrations, closer [[Customer Portal]] messaging, improved CRM conversion from enquiries, the redesigned [[Reports Centre]] and the new [[Sales Progression]] overview for agreed sales. See [[Recent Changes - September 2026]] for a summary.
-'''[[My Move Customer Portal|My Move]]''' gives customers a secure, mobile-friendly area connected directly to their live Standout records. Depending on their relationship with the agency, a customer can follow a sale or purchase, view tenancy information, report repairs, approve maintenance quotes, provide onboarding information, upload private documents, complete AML information, request viewings and maintain their own property requirements.
+== Communications and enquiries ==
-Staff invite customers from the Contact record using the prominent '''Send My Move link''' button.
+* [[Communications Centre]] – one place for new portal, website and Customer Portal conversations.
+* [[Inbound Enquiries]] – branch setup for Rightmove, OnTheMarket, Zoopla and Homeflow.
+* [[Website Enquiry API]] – send enquiries from an agency website directly into Standout.
+* [[OnTheMarket Inbound Enquiries]] – OnTheMarket setup, telephone-lead options and troubleshooting.
+* [[Zoopla Leads API]] – Zoopla Leads configuration and diagnostics.
+* [[Homeflow Inbound Enquiries]] – Homeflow callback setup.
+* [[Customer Portal]] – customer-facing portal features.
+* [[Using the Customer Portal]] – staff workflow.
-== Proactive prospecting ==
+== Everyday tools ==
-'''[[Opportunity Finder]]''' scans live CRM information and brings together high-value conversations that may otherwise be missed. Opportunities are scored so staff can prioritise the strongest leads first, then create a follow-up task, mark the contact as contacted, snooze the opportunity or dismiss it.
+* [[Dashboard]]
+* [[Communications Centre]]
+* [[Diary]]
+* [[Tasks]]
+* [[Sales Property]]
+* [[Sales Progression]] – health, next actions, blockers, target dates and chain visibility for agreed sales.
+* [[Rental Property]]
+* [[Telephone Wizard]]
+* [[Reports Centre]]
-== Finding help ==
+== Administration and specialist guides ==
-Use the navigation on the left or the search box to find an article. Many Standout screens also include '''Page Help''', which provides context-sensitive guidance for the area you are using.
+* [[Administration]]
+* [[Feeds and Portals]]
+* [[Inbound Enquiries]]
+* [[Website Enquiry API]]
+* [[Communications Centre Usage]]
+* [[Meta / Facebook Property Catalogue]]
+* [[GDPR]]
-For technical support, email '''support@issl.co.uk'''.
+[[Category:Standout Property Manager]]
-[[File:Screenshot 2021-03-25 at 16.27.57.jpg|thumb|1200px|center|Standout Property Manager]]

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