Application FAQ
Employees
  1. How to add a Role?
    1. Login as an administrator
    2. From the HR menu, click Add role
    3. In the Manage Master Roles screen, enter the appropriate role name in the Role Name field, select the appropriate task checkboxes for assigning     tasks to this role, select the permissions and dashboards checkboxes and click Add Role.
    4. Will be prompted with a success message upon creating a master role.
  2. How to view existing roles?
    1. Login as an administrator
    2. From the HR menu, click Add role
    3. In the Manage Master Roles screen under Existing Roles, you can view the list of roles like Finance Director, Marketing Associate, Revenue     Assistant, etc. Click on any role option (Ex: Company Secretary) to view the pre-selected tasks, access Permissions and dashboard options, as     assigned for the selected role.
  3. Is it necessary to select tasks and access permissions while adding a role?
    No, it is not necessary to select tasks and access permissions while adding a role. However, it is always preferred to assign the appropriate tasks and access permissions, while adding a role.
  4. How to add a position?
    1. Login as an administrator
    2. From the HR menu, click Add position
    3. In the Manage Positions screen, select the appropriate option from the Role list box, enter the "position name" in the Position Name field and     click Add Position. A confirmation message is displayed, once you have successfully added the position.
  5. How to view existing positions?
    1. Login as an administrator
    2. From the HR menu, click Add position
    3. In the Manage Positions screen, select the appropriate option from the Role list box to view the list of existing positions assigned to this role in the     List of Positions box.
  6. How to add an employee?
    1. Login as an administrator
    2. From the HR menu, click Add Employee
    3. In the Employee Details screen, fill in all the mandatory fields like First Name, Last Name, Email, Password, Present address, City and so     on. Also select the appropriate "role", "position" and the reporting "manager" options from the respective list boxes for this employee. Finally click     Add Employee. A message prompts upon successful creation of this new employee.
  7. Can employee be created without adding roles and positions?
    No, an employee cannot be created without adding roles and positions.
  8. How to view an employee?
    1. Login as an administrator
    2. From the HR menu, click View Employees
    3. In the Employees screen, a list of employees gets displayed in an alphabetical order.
Ventures
  1. How to add a venture?
    1. Login as an administrator or the employee who has the permission to add a venture
    2. From the Ventures menu, click Add Venture
    3. In the Manage Ventures screen, fill in all the mandatory fields like Venture Name, Venture caption, Venture Area, Venture Type and so on.     Also browse & upload the appropriate venture images (Layout, roadmap, etc) and then click Add Venture.
    4. A confirmation message is displayed upon successful creation of your venture
  2. How to edit a venture?
    1. Login as an administrator or the employee who has the permission to add a venture
    2. From the Ventures menu, click Add Venture
    3. In the Manage Ventures screen:
    • Under Existing ventures, double click the selected venture name to display the information of this venture in respective fields like Venture    Area, Available products, Venture caption and so on.
    • Modify the data in any of the fields as desired.
    • Finally click Update Venture.
    • A message notifies that the selected venture details have been successfully updated.
  3. How to view existing ventures?
    1. Login as an administrator or the employee who has the permission to add a venture
    2. From the Ventures menu, click View Ventures.
    3. In the View Ventures screen, review the information of each venture like "total plots", "available plots", "booked plots" and so on.
  4. How to add a plot?
    1. Login as an administrator or the employee who has the permission to add a plot.
    2. From the Ventures menu, click Add Plot.
    3. In the Add Unit details screen:
    • Select the appropriate "venture" option from the Venture Name field to add a plot in this venture.
    • In the Unit Details section, fill in the appropriate information in the respective fields like Unit No, Unit Type, Block Name, Area and so on.
    • Also click Select Coordinates to specify the co-ordinates for this new plot.
    • Finally click Add Unit.
    • A confirmation message is displayed upon successful creation of your plot.
  5. How to edit a plot?
    1. Login as an administrator or the employee who has the permission to edit a plot.
    2. From the Ventures menu, click Add Plot.
    3. In the Add Unit details screen:
    • Select the appropriate "venture" option from the Venture Name list box under which the appropriate plot, which needs to be edited is located.
    • In the Existing Units field, double click the appropriate plot, which needs to be edited.
    • Review and modify the displayed data of the selected plot in respective fields like Unit No, Unit Type, Block Name and so on.
    • Finally click Update Unit.
    • A confirmation message is displayed notifying that the details of the selected plot have been successfully edited.
  6. Should payment plan be selected while adding plot?
    No, it is not necessary to select a payment plan while adding a plot.
  7. Can we create a new payment plan?
    Yes, we can create a new payment plan.
  8. How to delete a plot?
    1. Login as an administrator or the employee who has the permission to delete a plot.
    2. From the Ventures menu, click Add Plot.
    3. In the Add Unit details screen:
    • Select the appropriate "venture" option from the Venture Name field under which the appropriate plot, which needs to be deleted is located.
    • In the Existing Units field, double click the appropriate plot, which needs to be deleted.
    • Click Delete to delete the selected plot.
    • A message prompts asking confirmation to delete the selected plot. Click OK in this message to finally delete the selected plot.
  9. How to add a payment plan?
    1. Login as an administrator/employee who has the permission to add a Payment plan
    2. From the Ventures menu, click Add Payment Plan
    3. In the Payment Plan details screen:
    • Select the appropriate "venture" option from the Select Venture list box to add a payment plan for this plan.
    • Fill in the required information in the remaining fields like Payment Plan Title, Product Type, Registration Amount and so on.
    • Finally click Create payment Plan.
    • A message prompts that you have successfully created a payment plan for the selected venture.
Lead Management
  1. How to create a lead?
    1. Login as any employee
    2. Select Add Lead from Leads Menu.
    3. In the Customer Contact Information screen, fill in all the mandatory fields like First Name, Last Name, Email and so on. Click Submit to     save the entries, creating this record. A message prompts that the information has been submitted successfully.
  2. How to check if lead is created or not?
    Case 1:
    You will be prompted with a message: "submitted successfully" after creation.
    Case 2:
    1. Login as an employee who has permission to view the "new lead"
    2. From Leads Dashboard, select New
    3. All leads under New status gets displayed
  3. Is it always mandatory to add a plot while lead creation?
    No, it is not mandatory, but optional to add a plot while creating a lead.
  4. How to add a lead, if lead email id does not exist?
    Application allows a user to create one id by typing the email id in the following format: first name and last name at realtyerp.com i.e., fistname.lastname@relgo.com
  5. How to assign a lead?
    Pre- Requisite: Employee must have "Assign lead" Permissions.
    1. In the Employee dashboard:
    • Select the appropriate "Lead/customer" checkbox option, which you intend to assign it to the desired employee.
    • Under Assign Leads, select the appropriate "employee" option from the Assign Leads to list box to assign a lead to this employee. Enter    comments, if necessary in the Comments field.
    • Click Assign Leads.
    2. A message prompts notifying that the lead has been successfully assigned.
  6. What happens if leads are not assigned?
    Leads are always in "New" status till they are assigned.
  7. How to update the lead information?
    1. In the Employee dashboard, click the selected "lead name" hyperlink.
    2. In the Update Lead screen (of the selected lead):
    • Review the existing information under various sections like Unit Information, Customer Profile, Customer Graph and so on.
    • If you intend to edit the profile of the lead, click Update Profile and modify the existing data in the required fields under Update Details section    and then click Update.
    • If you intend to change the password of this lead, click Change password and enter a new password in the displayed pop-up window.
    • Modify any other data under each of the sections as desired.
  8. How can we schedule an event with a Lead?
    1. In the Employee dashboard, click the selected "lead name" hyperlink for scheduling an event with the selected lead.
    2. In the Update Lead screen:
    • Click the "date" icon next to the Next follow up Action column, enter the event title & description and click Submit.
    • A confirmation message is displayed notifying that the event has been successfully added for the selected lead.
  9. Can we send a notification from Update Lead screen?
    There is no mechanism to send notifications manually from the Update Lead screen. However, notifications are sent to appropriate persons based on the "next follow up action" status. Click the date icon next to "Next follow up Action" column for scheduling an event with the selected lead.

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