Chris Horroll
Activity overview
Latest activity by Chris Horroll-
Chris Horroll created an article, Emailing & Sending Letters
This User Guide covers how to email your contacts and how to send letters on the system. Go to Person>Find Person Click Event>Email Enter your subject and message. Click on Send. TIP- Try setti...
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Chris Horroll created an article, Additional profiles for people
This User Guide covers how to create additional profiles for people on the system. Go To Person Record -> Requirements Tab Click Add Profile Enter the applicant’s price range and match criteria, ...
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Chris Horroll created an article, Booking A Market Appraisal
This User Guide covers how to create a Market Appraisal on the system. Go to Person>Find Person Once in the person record, click Event>Market Appraisal The Market Appraisal screen will appear f...
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Chris Horroll created an article, Matching A Person To Properties
This User Guide covers how to match your contacts to the properties on the system. Go To Person Record> Requirements Tab and enter the applicant’s price range and match criteria, such as the proper...
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Chris Horroll created an article, Creating and Searching For People
This User Guide covers how to add a new Person and how to find a Person to the system. Go to Main Menu>Person> Add New Person. Enter the name of the person, their address, telephone number and th...
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Chris Horroll created an article, Logging Calls & Adding File Notes
This User Guide covers how to log a call for a person and how to add File Notes on to the system. Go to Person>Find Person Click Event>Phone Call Enter your notes. Click Save. TIP - Don't forget ...
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Chris Horroll created an article, Changing a Record Type
This User Guide covers how to change a record type for a person on the system. Go to the Person and click on the drop down list which says Record Type . Change the Record type to your choice. Save...
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Chris Horroll created an article, Adding A Person
Go to Main Menu>Person> Add New Person. Enter the name of the person, their address, telephone number and their intention. Click on Save. Your office may have selected other mandatory fields you m...
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Chris Horroll created an article, Amending A Letter
Question: How Do I Amend A Letter already on Live? Solution: Click Letters, Standard Letter. Select the letter you wish to amend. Click on Amend Template. Make changes to the letter. To delete a m...
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Chris Horroll created an article, Configuring Calendar Sync
Question: How Do I Configure The Calendar Sync With My Diary? Solution: It is possible to synchronise Diary appointments created in Live can be synchronised out to a Microsoft Outlook calendar, or ...