Your agency’s first steps in Relto CRM
Start with agency contacts, one property and a website check so your team uses consistent information.
Start with agency contacts, one property and a website check so your team uses consistent information.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Settings → System settings
Save
Step-by-step instructions
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Enter the agency name, office address, email and business phone numbers in system settings. These details are used on the website; do not enter property owners’ contacts here.
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Choose the appropriate sales or rental category and create one test property. Check the form first, then proceed with bulk import and invite your team.
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Set working hours, social links and properties per page. The agency name, address, phones and email come from system settings; update them there.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
Check the website at wide and narrow screen widths, open the menu and a property page. Verify phones and links; saving settings does not itself verify the visual result.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
