Latest revision as of 13:28, 16 September 2026

Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work and the current Standout interface.

Start here	Property & marketing	Communications & customers	Management & administration
Quick Start Daily Workflow Dashboard Diary Tasks	Property Overview Property Marketing Readiness AI Data Quality Feeds and Portals Sales Progression	Communications Centre Inbound Enquiries Customer Portal Contacts Overview Opportunity Finder	Reports Centre Administration Release and Version Information

Current Standout highlights

Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:

the redesigned property header and Marketing readiness checks;
AI Data Quality with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
portal diagnostics and faster portal activity screens;
the unified Communications Centre for portal, website and Customer Portal conversations;
property-level Sales Progression health, next actions, blockers and target dates;
the modern Reports Centre and Communications Centre usage reporting;
secure support access, clearer version/session information and tighter impersonation controls.

For the latest changes see Recent Changes - September 2026.

Property and marketing

Communications and enquiries

Reporting and administration

@@ 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 and the current Standout interface.
-If you are new to Standout, start with the '''[[Standout - Quick Start|Quick Start]]''' guide.
+{| 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%;" | Property & marketing
+! style="width:25%;" | Communications & customers
+! style="width:25%;" | Management & administration
 |-
-| [[Administration]]
+| [[Quick Start]]<br />[[Daily Workflow]]<br />[[Dashboard]]<br />[[Diary]]<br />[[Tasks]]
-| Agency, branch, staff, diary, template, integration and system configuration.
+| [[Property Overview]]<br />[[Property Marketing Readiness]]<br />[[AI Data Quality]]<br />[[Feeds and Portals]]<br />[[Sales Progression]]
+| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]]<br />[[Contacts Overview]]<br />[[Opportunity Finder]]
+| [[Reports Centre]]<br />[[Administration]]<br />[[Release and Version Information]]
 |}
-== New customer self-service ==
+== Current Standout highlights ==
-'''[[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.
-Staff invite customers from the Contact record using the prominent '''Send My Move link''' button.
+Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:
-== Proactive prospecting ==
+* the redesigned property header and '''Marketing readiness''' checks;
+* [[AI Data Quality]] with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
+* portal diagnostics and faster portal activity screens;
+* the unified [[Communications Centre]] for portal, website and Customer Portal conversations;
+* property-level [[Sales Progression]] health, next actions, blockers and target dates;
+* the modern [[Reports Centre]] and Communications Centre usage reporting;
+* secure support access, clearer version/session information and tighter impersonation controls.
-'''[[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.
+For the latest changes see [[Recent Changes - September 2026]].
-== Finding help ==
+== Property and marketing ==
+* [[Property Overview]]
+* [[Sales Property]]
+* [[Rental Property]]
+* [[Property Marketing Readiness]]
+* [[AI Data Quality]]
+* [[Marketing a Property]]
+* [[Feeds and Portals]]
+* [[Sales Progression]]
-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.
+== Communications and enquiries ==
+* [[Communications Centre]]
+* [[Inbound Enquiries]]
+* [[Website Enquiry API]]
+* [[OnTheMarket Inbound Enquiries]]
+* [[Zoopla Leads API]]
+* [[Homeflow Inbound Enquiries]]
+* [[Customer Portal]]
-For technical support, email '''support@issl.co.uk'''.
+== Reporting and administration ==
+* [[Reports Centre]]
+* [[Communications Centre Usage]]
+* [[Administration]]
+* [[Support Access and Security]]
+* [[Meta Facebook Property Catalogue]]
+* [[GDPR]]
-[[File:Screenshot 2021-03-25 at 16.27.57.jpg|thumb|1200px|center|Standout Property Manager]]
+[[Category:Standout Property Manager]]

Main Page: Difference between revisions

From Standout Property Manager Wiki Help