General Navigation/HomePage

Access and View Announcements Add an Announcement Conduct and Manage Searches Customize Frequent Actions Customize Your Web Profile dashbot Manage Alerts Submit Product Feedback View Product Support Tickets

Transactions

Add a Buyer Side Transaction Add a Transaction to an Active Listing Add Other Income Transactions Add Payment for Rental Agreement Other Income Types Update, Cancel or Close a Transaction

Listings

Add a Commercial Lease Listing Add a Commercial Sale Listing Add A Residential Rental Listing Add a Residential Sale Listing Copy a Listing Create a PreListing Manage Draft Listings Printing a Listing with or without Map and Media Update a Listing Withdraw and Reactivate a Listing

People

Add a Guest User Add a Person Add a Team Assign Positions How To Assign 3rd Party Guest Role to a 3Pi Vendor Contact ListSync_Editing_Access Remove a User Security Permissions Reset a Password Security Roles Set Security Preferences Terminate and Reactivate a Person Update a Person Update a Team

Commercial Transactions

Add a Commercial Property Management Contract Add a Lease Agreement to an Active Listing Add a Lease Agreement Add a Step Lease Agreement to an Active Listing Manage Payments for Lease Agreements Manage Payments for Property Management Contracts Renew or Terminate a Lease Agreement Terminate or Renew Property Management Contract

Business Intelligence

C21 Business Planning Pre-Use Checklist Create and Manage Report Subscriptions Daily Dash dash Business Planning Job Aid Glossary of Key Performance Indicators View and Run Reports

Brokerage

Add Social Media Links to Office Information_non cbc CIN Designation Fine Homes and Estates Office Designation Update Company and Office Web Preferences View and Update Office Information

Franchise Billing

View Franchise Fees and Agreement View Monthly Reports and Invoices

ePay

Introduction to ePay

Agent Recruitment

C21 2024 Agent Recruitment Program Dash Demo Training Session Q&A