Settings in EstateFlow Proptech CRM

1.1.1. General Settings

The General Settings screen is used to configure automatically generated codes for the Property and Orders screens.

1.1.2. Property Types

The Property Types screen allows users to create and manage property types. These types will be available for selection in the Property screen.

Steps:

  • Step 1: Click the Add button on the screen.
  • Step 2: The system will display the New Property Type popup. Enter the required details and save.

1.1.3. Amenities

The Amenities screen allows users to create and manage property amenities. Successfully created amenities will be available for selection in the Property screen.

Steps:

  • Step 1: Click the Add button on the screen.
  • Step 2: The system will display the New Amenity popup. Enter the required details and save.

1.1.4. Permissions

The Permissions screen is used to assign access rights to employees for the PropTech Module.

Steps:

  • Step 1: Click the Add button on the screen.
  • Step 2: The system will display the Add Permission popup. Enter the necessary values and save.

Did you find this article useful?