Guides for the verified CRM areas covering client records, contacts, lead handling and linked customer files in the audited build.
Each guide below is linked to the wider help centre so users can move naturally between related features.
The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.
CRM & ContactsThe current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversion to customer.
CRM & ContactsThe client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility and a secure vault entry flow.
The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.
The current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversion to customer.
The client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility and a secure vault entry flow.
This category documents the verified real estate module menus: Property Operations, Requests & Applications, customer-linked records, maintenance and reports.
Start here for the verified layout of the Proplix admin area, login flow, top navigation and the Setup & Settings structure used across the current application build.
Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.
Use these guides for the operational menu areas grouped under Work & Operations, including projects, tasks and support.