Main Page: Difference between revisions
From Standout Property Manager Wiki Help
imported>Standout documentation update (Update Standout help for Communications Centre, portal integrations, Customer Portal and Reports Centre changes through 5 September 2026) |
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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| [[Quick Start]]<br />[[Daily Workflow]] | | [[Quick Start]]<br />[[Daily Workflow]] | ||
| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]] | | [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]] | ||
| [[Sales Property]]<br />[[Rental Property]]<br />[[Contacts]]<br />[[Opportunity Finder]] | | [[Sales Property]]<br />[[Sales Progression]]<br />[[Rental Property]]<br />[[Contacts]]<br />[[Opportunity Finder]] | ||
| [[Reports Centre]]<br />[[Communications Centre Usage]]<br />[[Administration]] | | [[Reports Centre]]<br />[[Communications Centre Usage]]<br />[[Administration]] | ||
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== Recent improvements == | == 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 | 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 and enquiries == | ||
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* [[Tasks]] | * [[Tasks]] | ||
* [[Sales Property]] | * [[Sales Property]] | ||
* [[Sales Progression]] – health, next actions, blockers, target dates and chain visibility for agreed sales. | |||
* [[Rental Property]] | * [[Rental Property]] | ||
* [[Telephone Wizard]] | * [[Telephone Wizard]] | ||
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