Module 1: The Basics
This module will cover the basics of the partner portal, showing you an overview of the main features and how to add your first move.
Lesson 1: Portal Intro
This video showcases the portal's improved speed, efficiency, and new features like the opt-in void switching service and pre-adding contact details for tenants, buyers, and vendors.
Your login remains the same, and you can start using the portal today!
Lesson 2: Dashboard Overview
1.
The dashboard now offers enhanced filtering options, allowing users to easily track and compare moves.
2.
Users can view move notifications sent on their behalf.
3.
For users integrated via API, there's a feature to check void energy switches with missing information.
Lesson 3: How to add a move
Step 1
Click 'Add Move' to input the details of new or existing movers.
Step 2
You can specify details about the property, such as tenancy dates, management status, and any unique billing arrangements or additional occupants.
Step 3
After entering all information and ensuring mover consent, you can review their entry and submit; this streamlined process makes adding moves straightforward.
Well Done! That's Module 1 complete.
Next up: Exploring the portal.