In the Dashboard, the Users tab will show all users who have registered on the app or been manually added. In this section you can Add a user, View user contact details, View user app activity, and download a CSV file of all users to upload into your CRM.
ADD A USER
- On the left-hand side of the screen, locate and click on 'Users'.
- Look for the option 'New user' and select it.
- Fill in the requested information for the new user.
- Click on 'Create user & send email' to finalize the user creation process.
- An email will be sent to the provided email address, containing relevant information for the new user.
USER CONTACT DETAILS
- Click on 'Users' located on the left-hand side of the screen.
- Find the user you wish to retrieve details for.
- Here you will see the following information:
- Name
- Phone
- Date Joined
- Amount of Logins & last time logged in.
VIEW USERS APP ACTIVITY & DETAILS
- On the left-hand side of the screen, locate and click on 'Users'.
- Find the specific user you want to view and click on 'View' located to the right of their information.
- Upon clicking 'View', you will be able to access the following sections:
- Users contact details.
- Agent the user is assigned to.
- If needed you can Re-Assign the User to a New / Different Agent here.
- Agent Saved Searches
- Here you can create Saved Searches for the user.
- Overview of users Favorites, Notes and Saved searches.
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- If you click on each section you will see details.
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- Tags: Manage existing tags and Create new ones.
- Agent Notes.
- Promote to Agent.
- Recent activity.
- Most viewed listings in past week.
DOWNLOAD CSV FILE
- On the left-hand side of the screen, locate and click on 'Users'.
- Look for the option 'Download CSV' and select it.
- Navigate to the location where the file was downloaded.
- Click on the file to open and view its contents.
- Name
- Phone
- Created (date registered)
- Last login
- Login count
- Agent name