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

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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

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Finding Your Way Around

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

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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