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(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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= Standout Property Manager Help =
= Standout Property Manager Help =


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


This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out ''what to do next'', start with the workflow that matches the job in front of you.
<div class="mw-parser-output">
 
{| class="wikitable" style="width:100%;"
'''New to Standout?''' Start with '''[[Standout - Quick Start|Standout Quick Start]]''' and '''[[Daily Negotiator Workflow|Daily Negotiator Workflow]]'''.
 
== Sales workflows ==
{| class="wikitable" style="width:100%"
! I need to...
! Guide
|-
| Register a buyer or applicant
| [[Registering a New Applicant]]
|-
| Record what they are looking for and find matches
| [[Managing Applicant Requirements and Matching]]
|-
| Arrange a viewing
| [[Booking and Managing Viewings]]
|-
| Record feedback after a viewing
| [[Recording Viewing Feedback]]
|-
| Take a valuation enquiry through to instruction
| [[Sales Valuation to Instruction]]
|-
|-
| Prepare and launch a property to market
! style="width:25%;" | Start here
| [[Marketing a Property]]
! style="width:25%;" | Communications
! style="width:25%;" | Property & customers
! style="width:25%;" | Management & reporting
|-
|-
| Record, negotiate and accept an offer
| [[Quick Start]]<br />[[Daily Workflow]]
| [[Recording and Negotiating Offers]]
| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]]
|-
| [[Sales Property]]<br />[[Sales Progression]]<br />[[Rental Property]]<br />[[Contacts]]<br />[[Opportunity Finder]]
| Manage a sale from offer accepted to completion
| [[Reports Centre]]<br />[[Communications Centre Usage]]<br />[[Administration]]
| [[Sales Progression to Completion]]
|}
|}
</div>
== 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.


== Lettings workflows ==
== Communications and enquiries ==
{| class="wikitable" style="width:100%"
! I need to...
! Guide
|-
| Take on a new rental property
| [[Adding a new Rental Property]]
|-
| Create and start a tenancy
| [[Creating and Starting a Tenancy]]
|-
| Check certificates, inspections and compliance
| [[Rental Compliance and Inspections]]
|-
| Record and manage maintenance
| [[Managing Repairs and Maintenance]]
|-
| Chase overdue rent
| [[Chase Outstanding Rent]]
|-
| See all current tenants and balances
| [[Tenant List]]
|}


== Customer service and prospecting ==
* [[Communications Centre]] – one place for new portal, website and Customer Portal conversations.
{| class="wikitable" style="width:100%"
* [[Inbound Enquiries]] – branch setup for Rightmove, OnTheMarket, Zoopla and Homeflow.
! Area
* [[Website Enquiry API]] – send enquiries from an agency website directly into Standout.
! Guide
* [[OnTheMarket Inbound Enquiries]] – OnTheMarket setup, telephone-lead options and troubleshooting.
|-
* [[Zoopla Leads API]] – Zoopla Leads configuration and diagnostics.
| Give customers secure self-service access
* [[Homeflow Inbound Enquiries]] – Homeflow callback setup.
| [[Using the Customer Portal]]
* [[Customer Portal]] – customer-facing portal features.
|-
* [[Using the Customer Portal]] – staff workflow.
| Full Customer Portal feature reference
| [[Customer Portal]]
|-
| Find lapsed, dormant and property-to-sell opportunities
| [[Opportunity Finder]]
|-
| Carry out Landmark AML checks
| [[Landmark Anti Money Laundering Checking]]
|}


== Everyday tools ==
== Everyday tools ==
* [[The Dashboard|Dashboard]]: what needs your attention today.
* [[Diary Overview|Diary]]: appointments, valuations, viewings and staff availability.
* [[Task List|Tasks]]: follow-ups that must not be forgotten.
* [[Contacts Overview|Contacts]]: the customer record and how it connects to everything else.
* [[Property Overview|Property]]: the live record for a sales property.
* [[Rental Property Overview|Rental Property]]: tenancy, compliance, maintenance and finance.
* [[Telephone wizard|Telephone Wizard]]: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.


== How to use these guides ==
* [[Dashboard]]
Most workflow articles follow the same pattern:
* [[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 ==
 
* [[Administration]]
* [[Feeds and Portals]]
* [[Inbound Enquiries]]
* [[Website Enquiry API]]
* [[Communications Centre Usage]]
* [[Meta / Facebook Property Catalogue]]
* [[GDPR]]


* '''Before you start''' - the information you should have to hand.
[[Category:Standout Property Manager]]
* '''How to do it''' - the practical sequence in Standout.
* '''What Standout does next''' - automatic activity, status changes or notifications to expect.
* '''Things to check''' - common omissions that cause problems later.
* '''Next step''' - where the process normally goes after this job is complete.


For technical support, email '''support@issl.co.uk'''.
[[File:StandoutLogin.png|center|thumb|Standout Property Manager]]

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

Everyday tools

Administration and specialist guides

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