Permission
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Description
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Applicants
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Records data for potential buyers or renters, including their requirements, sources, and notes, linked to Contact or Company records.
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Areas
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Geographical locations defined by agents for their coverage area, specified using longitude and latitude coordinates.
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Appointments
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Diary data that includes appointment types, attendees, and inspection documents.
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| Certificates | Records data added into 'Safety Checks, Certificates, Insurance & Warranties panel', including the type, start/expiry, status and reference number. |
Companies
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Business organisations with which the agent maintains relationships. Companies can be assigned types corresponding to their roles (e.g., solicitor, supplier) and can participate in property transactions.
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Contacts
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Primary records with associated roles such as Applicant, Vendor, Tenancy, or Landlord. Includes personal details and marketing/communication preferences.
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Conveyancing
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Process for sales progression and transitioning accepted offers into completed property sales, including chain management as a sub-resource.
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Documents
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Storage for file asset details that can be assigned types indicating purpose (e.g., brochure) and associated with specific entities (e.g., property).
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Enquiries
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Potential sales or lettings leads (shown as Internet Registrations in the CRM) representing interest from prospects, such as viewing or valuation requests, which are reviewed by negotiators before conversion.
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Identity Checks
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Information collected to verify the identity of contacts or companies using primary and secondary identifiers with expiry dates and document links.
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Invoices
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Records of charges issued against properties, including monetary values such as net and outstanding amounts.
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Journal Entries
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Timestamped events relating to one or more entities that appear in various activity feeds within the CRM.
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Keys
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Property key information stored within the properties data structure.
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Landlords
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Records linked to contacts or companies wishing to rent properties, with potential one-to-many relationship with properties.
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Negotiators
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CRM users or agency staff members, including their name, job title, email address, and office association.
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Offers
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Records of monetary amounts proposed by applicants for sales properties, including submission dates, statuses, inclusions, exclusions, and conditions.
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Offices
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Branch information for an agency, including office details, manager, contact information, and address.
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Properties
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Comprehensive property record data including descriptions, notes, marketing materials, utilities information, keys, certificates, developments, and images such as EPCs, floorplans, and maps.
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| Property Alarm Data | Records data related to a property records alarm data, including; gategory, type, location, checks, service data & expiry dates. |
Referrals
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Records of contacts directed to third-party services offered through the agency, ranging from solicitors to removals companies.
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Sources
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Origin points for customer enquiries that can be associated with various CRM records such as applicants, landlords, and vendors.
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Tasks
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Action items for CRM users with specified dates, categorised by type and potentially related to other entities.
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Telephony Notifications
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Real-time CRM events that notify users when something has occurred, currently restricted to specific permissions.
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Tenancies
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Property lease agreements between landlords and tenants/applicants, including dates, utility readings, fees, and deposit details.
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Transactions
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Records of financial activities against properties, including lettings transactions and works orders.
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Vendors
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Records of contacts or companies selling properties, with each vendor associated with a specific property, including selling reason and source.
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Works Orders
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Maintenance job records for lettings properties, typically reported by landlords or tenants and assigned to supplier companies once approved.
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