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XeroCin7 CoreReal EstateEquifax

Configuration

Field mapping, quotes, purchase orders, payment terms, branding, tax and multi-currency.

4 articles, in the order they're best read

  1. 1Mapping Enquiry Fields to SalesforceControl which enquiry details land on which Salesforce fields.
  2. 2Inspection RequestsCapture inspection bookings as records rather than losing them in email.
  3. 3Managing Portals and Source AttributionRun both portals at once and report on which one performs.
  4. 4Handling Repeat EnquirersThe same buyer enquires on several properties — decide how that looks.

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