IDX Broker Client Dashboard Walkthrough
This getting started guide is going to walk you through the entire IDX Dashboard from the Home Page screen when you log-on to managing users within your office.
Modules
Account
Lessons
Preferences
Lessons
- Global Preferences – Search
- Global Preferences – Results Page
- Global Preferences – Details Page
- Global Preferences – Your Properties
- Global Preferences – Email Settings
- Global Preferences – Social
- Global Preferences – Other
- Creating a Custom List
- Manage City List
- Saved Link – Creation
- Saved Links – Manage
- Saved Link – Preferences
- Featured IDs
- Default Property Type
- Hide Property Types or Status
- Rename Fields
Designs
Lessons
Leads
Lessons
- Lead Management Overview
- Add A New Lead
- Import Leads
- Editing Leads
- Sign Up Form Settings
- Thank You Page Preferences
- Email Verification Preferences
- CRM Integration
- Clean Up Lead Records
- Request or Force Registration
- Customize Email Credentials
- Contact Routing Options
- Lead Assignment Priority
- Export Leads
- Save Lead Export