Quick Start Guides
Jump to the most relevant help guides for you
Welcome to AgentsInsightWho are we?
Requirements: Match listHow best to manage & run Longlist and Shortlist reports
Requirements: Match ScheduleHow to build your Match List and export to a spreadsheet / presentation
π Guide: Store your own cost detailsAdd & amend the costs associated to your active matches
π Guide: Add an 'off market' propertyInclude off-market properties on your match schedules
Lesson 4: Manage matches & requirement statusOrganise your requirement's matched disposals so you can report back to your applicant or client
π Guide: add comments, total occupancy costs & exportHow best to manage & run Match Schedule reports
Disposals: SearchFind disposals using text search & advanced filters
Lesson 5: Record a viewingCreate viewings & invite attendees with calendar invites
Disposals: EditUpdate availability on your disposal on the Agents Society
Requirements: EditUpdate your clients requirement on the Agents Society
Requirements: keep them up-to-dateCollaborate with your team with key updates
Disinstructed Properties
Requirements: Search My Requirements or My Teams RequirementsFind requirements using text search & advanced filters
Requirements: Feasibility Study
Disposals: CreateLocate, define availability, add media and describe the opportunity
Requirements: CreateBuild your search criteria to store an applicants requirement in the system
