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
- Click on 'Users' on the left hand side.
- Click on 'New user'.
- Provide the requested information and click 'Create user & send email.
USER CONTACT DETAILS
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Click on 'Users' on the left hand side.
- Find the user you want 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
- Click on 'Users' on the left hand side.
- Find the user and click on 'View' to the right.
- Here you will see the following sections:
- Users contact details.
- Overview of users Favorites, Notes and Saved searches.
- If you click on each section you will see details.
- Tags: Manage existing tags and Create new ones.
- Agent Notes.
- Promote to Agent.
- Recent activity.
- Most viewed listings in past week.
DOWNLOAD CSV FILE
- Click on 'Users' on the left hand side.
- Click on 'Download CSV' and file should download to your computer.
- Once downloaded click on the file to view the following content.
- Name
- Phone
- Created (date registered)
- Last login
- Login count
- Agent name