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Box+Dice: Onboarding for Administrators

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Box and Dice Admin - The Help Centre

How to navigate and use the Help Centre.

Box and Dice: Overview and Dashboard - Video

Basic overview of the system, menu navigation and dashboard.

Box and Dice: Settings / Configuration - Video

Summary / explanation of all system configuration settings.

Box and Dice: Staff Profiles - Video

Adding and managing staff profiles.

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Box and Dice Admin - Task Management

Adding and working with Tasks.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Working with Properties - Video

Adding and working with properties.

Box and Dice Admin - Adding Appraisals

Adding and working with Appraisals.

Box and Dice Admin - Sales Listings screen

Navigating the Sales Listings screen, using the filter/reporting tools.

Box and Dice: Adding a Sales Listing - Video

Adding and working with a Sales Listing.

Box and Dice Admin - Simple Vendor Report

How to create a Simple Vendor Report from the buyer leads.

Box and Dice Admin - Advanced Vendor Report

How to create an Advanced Vendor Report from the buyer leads.

Box and Dice: Portal Loading - Video

Managing portal loading.

Box and Dice Admin - Sales Inspections

Adding and working with Inspections

Box and Dice Admin - Working with a Sold Listing

Processing a sale, entering sale details and commission information.

Box and Dice: Lead Capture

Enabling, configuring, and working with web enquiries.

Box and Dice Admin - Property Areas

Creating and working with customised geographical Property Areas.

Box and Dice: Creating task templates - Video

Administrators will learn how to create and apply custom templates of common and repeated tasks.

Box and Dice: E-Alerts - Video

Configure matched listings to be automatically emailed to buyers.

Box and Dice: Auto Alerts - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Box and Dice Admin - Blast EMarketing

Create a templated e-marketing campaign

Box and Dice Admin - Library Templates

Working with the Library to create merge letters and emails.

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