Author Amanda

The Companies option helps you configure the company details in iMaxPropertyCRM. On the companies tab, you can: Create/Edit a Company Search Company Details Create/Edit a Company To add a new company, 1. On the Companies tab, click on the New Company option.The New Companies page is displayed. 2. Enter the following […]

The Contacts option helps you configure the contact details in iMaxPropertyCRM. On the contacts tab, you can: Create Contacts Edit Contacts Search Contacts Create a Contact There are 2 ways to create a new contact, OPTION A 1. On the left side of your main page, Click on Contact and select […]

The Home option in iMaxPropertyCRM gives you the list of tasks, contacts, and calendar details of our activities. My Tasks The following table describes the various options available for My Tasks:  Option  Description  New Task Helps you create a new task.Click on the New Task option.The New Task window is displayed.Enter […]

The Maintenance menu helps you access the iMaxPropertyCRM features and perform a maintenance. The following options are available: Source Sub-Source Activity Type Gmail Action Plan Templates Activity Templates Action Plans To-Do Contact Type Source The source menu gives you the list of all the sources updated in iMaxPropertyCRM. You can […]

The Users option helps you configure user details in iMaxPropertyCRM. You can add, assign user roles, and overall manage the users who can access iMaxPropertyCRM. On the Users tab, you can: Create/Edit Users Search Users Create/Edit User Roles Create/Edit Users To add a new user, 1. On the Users tab, […]

The Action Plan templates option helps you configure templates information in iMaxPropertyCRM. On the Action Plan Templates tab, you can: Create/Edit Action Plans Search Action Plan Templates Create/Edit Action Plans To add action plan templates, 1. On the Action Plan Templates tab, click on New Plan Manager. The New Action […]

The Auto Apply Rules option helps you configure rules and templates in iMaxPropertyCRM. Click on left panel, Marketing – Auto Rule. Create/Edit Rules To add rules, 1. To Create Auto-Rule, select on Auto Apply Rules and click on orange box +Rule. 2. Enter the following details: If you want to create […]

The Dashboard option displays the chart-view of the features in iMaxPropertyCRM. For each of the features, you can view the data for different filter options.

The Reports option helps you create reports in iMaxPropertyCRM. You can create Meetings&To-Dos and Users reports. Creating a report 1. On the Reports tab, click on New Report.The New Report page is displayed. 2. Enter the following details:  Option  Description  Object Type  Select the Object type from the drop-down menu. […]

The Campaigns option helps you configure the campaign information in iMaxPropertyCRM. On Campaigns tab, you can: Create/Edit Campaigns Search Campaigns Import Campaign Details Create/Edit Templates Create/Edit Campaigns To add a campaign, 1. On the Campaigns tab, click on New Campaign.The New Campaign page is displayed. 2. Enter the following details: […]