Dealers

Agent management

Dealers and agents can be associated with bookings. Keep agent records current so commission and sales tracking stay accurate.

Dealer commissions

The product includes dealer commission tracking. Use the in-app commission screens rather than a spreadsheet when the module is enabled.

Sales tracking

Combine bookings, payments, and CRM ownership to see which agents are converting. Dashboard KPIs may also show pipeline value when CRM is in use.

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the Real Estate module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ