Administration (6)

• How do I add new members of staff as users?
• How does the team area work?
• How does Plot One support GDPR?
• Marketing Source Codes
• SMS stop texts
• How to create a list for my Campaign Monitor campaign?

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General Sales Usage (12)

• How do I add a second buyer when making a reservation?
• Why can't I add another contact with the same email address?
• I've forgotten my password, how do I reset it?
• How do I manage the Price List?
• New contacts from our website or Rightmove
• My email from CRM didn't arrive with the customer

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Portal (10)

• How do I create a customer in the portal?
• Choices and Extras Notifications
• How do I add choice/extras in the portal?
• How can I set up incentives?
• Can I run a report of choices and extras per plot?
• Can I provide a report for construction or site managers?

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Setup (10)

• How to I add my company details to the CRM?
• How do we add contractors for the portal?
• How do I create a plot?
• How do I create a development?
• Our recommended setup process
• How can we integrate with RightMove?

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Contractual services (3)

• Is our data backed up?
• Does Plot One work if I've not on the internet?
• Does Plot One take payments?

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