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  1. Elevate Support
  2. Getting Started

Getting Started

10-step implementation plan

  • The 10-step plan explained
  • 1 - Familiarise with the layout, menus and help
  • 2 - Watch the short sub-5-minute videos
  • 3 - Configure your own agency setup
  • 4 - Set up some basic records
  • 5 - Choose a start or conversion date
See all 11 articles

Accessing Your Account

  • Elevate 101 - an introduction
  • Sign up for your free 14-day trial
  • Your unique account login address
  • Log in for the first time
  • Help and support arrangements
  • If you forget your password
See all 8 articles

Finding Your Way Around

  • The dashboard
  • The module selector
  • Module dashboards
  • Top (main) menu
  • Inner (secondary) menu
  • Actions, key actions, and options
See all 10 articles

Lettings 101

  • Add your first landlord and property
  • Create your first tenancy
  • Record your first rent receipt
  • Make your first landlord payment

Sales 101

  • Add your first vendor and property
  • Add your first buyer
  • Match buyers to properties
  • Arrange a viewing
  • Record an offer

Moving From Another System

  • Automatic imports to avoid manual re-entry
  • Data import spreadsheets
  • Choose a date to move
  • Setting opening balances
  • Migrating from Origin
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