Compliance Register in Housing Market CRM — Keep Documents Valid

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Το κείμενο αυτού του μαθήματος ενημερώνεται αυτή τη στιγμή, γι’ αυτό εμφανίζεται στα αγγλικά.

An expired agent licence or a lapsed indemnity policy is the kind of thing nobody notices until it matters. The compliance register in Housing Market CRM lists every certificate, licence, permit and insurance policy your office holds that has an expiry date, and sorts them by what lapses first. This tutorial opens the register, reads the one-line summary at the top, and goes through the three states a document can be in: Expired, Lapsing soon and In date.