Iceberg Digital

When on the contact detail, if they have a search profile, you can send any of the properties they match to directly to the contact. In or...

Search Profile - Sending a property to a contact.

Whenever a search profile is created (either by you manually in branch or by the applicant online) when selecting the property type, Lifes...

Applicants - Property Type Matching

Each AML request you send out, costs 1 AML Credit. AML credits can be purchased at £3.50 per credit.The minimum amount of AML credits than...

AML Credits

We have the ability to perform AML checks on contacts in Lifesycle, AML checks also include an ID check. This is all done through our Clie...

Client Verification Suite.

Sometimes we may be selling or letting a property on behalf of a vendor or landlord who lives outside of the UK, or we may have a buyer or...

Contact Detail - Adding in a foreign address.

Adding contacts in to static audiences is very simple. First of all you just need to go to the contacts page, and find your contacts you w...

Contact Search - Manually adding a contact to a static audience.

We can edit the details of a viewing appointment or in fact any appointment from the calendar.
 
To do this, simply go on to the calendar ...

Applicants - How to Edit a Viewing Appointment From the Calendar.

When adding in a contacts details in Lifesycle, no matter whether its in a Market Appraisal, adding a contact manually, or even when the c...

Contact Detail - How To Use The 'Can't Find A Property?' Button.

As lot's of the emails sent through Lifesycle contain links and images. Some email providers see this as a threat and send these e-mails t...

Whitelisting Your Domain

Once a buyer has found their dream property with you, it is important to update their contact profiles. Updating their type to Vendor, upd...

Applicants - What to do when a buyer has purchased their property

You do not normally want to delete a contact unless they have requested it or it is dummy or bad data (someone gave you a fake name, email...

Contact Search - How to delete a contact

You might get notifications that say one of your contacts is looking at another contact's market appraisal. First, don't worry! They haven...

Contact Search - Contact looking at other contacts market appraisals

If you need to add a contact in to Lifesycle, first go to to contacts page. Then click 'Add New Contact' Then select whether this contact ...

Contact Search - How to Add a Contact

To navigate to your contacts click on the Contacts tab in your left menu button.  Here it is highlighted in magenta:

Sending an Email to ...

Contact Search - How to Search for and Send a Group Email to Contacts from Contact Search

 
Audiences allow you to group contacts together based on criteria and quickly complete an action with that group.  For example, you are a...

Contact Search - How to Create A Static Audience From Contact Search

To navigate to your contacts click on the Contacts tab in your left menu button.  Here it is highlighted in magenta:

Sending an SMS to on...

Contact Search - How to Search for and Send a Group SMS Your Contacts

Lifesycle will email the applicant asking for feedback but you are also able to add feedback manually. You can do this from the property p...

Applicants - How to add viewing feedback from the contact detail

Sometimes, you may have couples buying a house together. Although all contacts should be separate in Lifesycle (No Mr and Mrs Smith as one...

Contact Detail - Adding a second buyer to a search profile.

You can create an offer on the applicant (contact profile) or from the property profile. This article covers the contact profile.
 
Click ...

Applicants - How to create an offer from the contact or applicant profile

You can edit a viewing from the applicant search profile, calendar or the property profile.
This article will go over how to edit in the A...

Applicants - How to edit a viewing from the applicant search profile

When a client chooses to unsubscribe from certain email subscriptions, you will see the contact revoked a subscription on their timeline. 

Contact Detail - Revoked - what does it mean?

There are three ways to book a viewing - from the calendar, the buyer/tenant profiles or from the property page. 
Calendar
Click Calendar
...

Applicants - How to book a viewing

Contact Scores and Touch Points are designed to show you how active or hot the contact is. 
 
Touchpoints are more of a long term measure ...

Contact Detail - Contact Score vs. Touch Points

When a buyer or tenant is registered in Lifesycle, you create a search profile of the criteria they are looking for in a property. Add buy...

Applicants - Understanding the Applicant buyer or tenant Search Profile

Click on Contacts which is highlighted in magenta below:

Search for and find the contact you want to add a file to by using the search ba...

Contact Detail - How to upload Files to a contact

If you have a buyer interested in multiple properties or even multiple property types, you can add additional searches that will automatic...

Applicants - How to add more or other search profiles for an applicant

Questions and Answers are the questions you have asked the client - examples are during the Market Appraisal Appointment call (Discovery Q...

Contact Detail - What is the Questions and Answers section on contact detail?

Active means we will match properties automatically to this particular search criteria for this contact. You can turn it off by clicking t...

Applicants - What does active mean in buyer tenant search profile

The Timeline gives you a chronological list of the contact's activity.  This includes all emails and SMS that have been sent, blogs that h...

Contact Detail - The Timeline

Click on Contacts 

Search for the contact and click on their name 

Beneath CRM Notes, choose Search Profile

On the left are all of the ...

Applicants - How to edit applicant property search profile - buyer or tenant

The Related Properties tab shows the properties you have done valuations on for this contact. 

The address is listed followed by the stat...

Contact Detail - What is the Related Properties Tab on the Contact Detail page?

Sticky Note is the note that will always be right at the top - something important to remember about the contact or to know right away whe...

Contact Detail - What is the Sticky Note?

Your buyer creates a profile through our registration form or in the office/over the phone with you, and we match properties to their sear...

Applicants - How does property matching work

After a change is made to your properties which specifically affects and updates an applicant's search profile. They receive an email sayi...

Applicants - When do Property Matching E-mails go Out to Applicants?

 
Important Notes:
1. If you have an Unsubscribed contacts list that was created before 25/05/2024, it will need to be recreated as all co...

Contact Detail - How to View and Edit Contact Subscriptions - unsubscribe a contact

In Buyer or Tenant registration you can add a location and mileage from that location. 
A great trick to know is that you can add multiple...

Applicants - How does radius work

Tags are helpful with the advanced search and grouping certain clients together.  It is important that as a business you create a tag stra...

Contact Detail - How to add or remove tags on contacts

Click on Contacts 

Search for your contact and click on their name

 
Edit any information you need to under About &gt;  Contact Info and...

Contact Detail - How to edit a contact's name, correspondence address, telephone number or email address

When adding in or changing an email address in Lifesycle, you may experience this error when you try to save. If this error appears, this ...

Contact Detail - 'Email address is already in use' when adding or changing contact details.

The Contact Detail page breaks down the most important information about each person in your database. 
Starting from the top here are all...

Understanding the Contact Detail Page

Brad Roby

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