Frequently asked questions (FAQ)
Short answers about contacts, orders, CRM, MLS and support.
How does a contact differ from an order?
A contact is a person or organisation. An order is that contact’s specific request to sell, buy, let or rent property. Keep the work history for a particular request in its order.
Can a contact have several orders?
Yes. A client may be selling an apartment and letting commercial premises. Keep one contact record and create two orders with their own requirements and assigned employees.
How does CRM differ from MLS?
CRM is your agency’s working database. MLS is the exchange for working with partners and their orders. Publishing an order in MLS and publishing a listing on est.ua are separate actions.
Access to view and change information depends on the employee’s role, agency settings and the terms of partner collaboration.
What is a matching order?
It is a request from the other side of a transaction that fits your order’s requirements. For example, a request to buy an apartment is matched with sale offers. Check the terms, shortlist suitable options and proceed to negotiations and viewings using the main workflow.
Where can I get help?
Start with First steps in SOM or search the knowledge base. Send questions about using SOM, getting connected or payment to support: support@est.ua or Telegram @house_bythesea.