Website pages: about the agency, services and forms
Add clear agency information and test the client’s path to making an enquiry.
Add clear agency information and test the client’s path to making an enquiry.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Settings → Agency website
Agency website · Save
Step-by-step instructions
-
Add a website page with a title, URL, text, menu placement and order. On an agency-information page, describe services and contact methods; do not paste private CRM working notes.
-
Publish the page and check the website menu. If it has a lead form, submit a test enquiry and verify it in the CRM; changing its URL may affect existing links.
-
Set working hours, social links and properties per page. The agency name, address, phones and email come from system settings; update them there.
-
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.
