Onboarding
Onboarding with agentOS/agentPay
- What is the account set up form and why do I need to complete it?
- How should I notify my landlords about switching to agentOS or agentPay?
- How do I customise letters and add my agency branding to agentOS or agentPay?
- What training is included with my agentOS or agentPay onboarding?
- How do I import my existing lettings data into agentOS or agentPay?
- How do I migrate my data from another CRM to agentOS?
- How do I manually put a tenant into rental arrears in agentOS?
- How do I add a credit to a tenant's account for funds received before my accounts start date?
- How do I remove rental arrears from a tenant's account?