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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 | |||
** Property | ** 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
