Fusion Admin manual

FUSION ADMIN MANUAL


Table of Contents

HOW TO LOG IN ..................................................................................................................................... 3
FORGOTTEN YOUR PASSWORD? ........................................................................................................... 4
LAYOUT .................................................................................................................................................. 5
DASHBOARD .......................................................................................................................................... 6
1. PROFILE TAB ................................................................................................................................... 7

1.1 Users ............................................................................................................................................ 7
1.1.1 Office Users ........................................................................................................................... 7
1.1.2 Agent Teams ......................................................................................................................... 9
1.1.3 Commission Entities ........................................................................................................... 10

1.2 Agent Permissions ..................................................................................................................... 10
1.3 Attorneys ................................................................................................................................... 11
1.4 Bond Consultants ....................................................................................................................... 13
1.5 Settings ...................................................................................................................................... 14

1.5.1 Office Information .............................................................................................................. 14
1.5.2 Task Reminder Settings ...................................................................................................... 15
1.5.3 Automatic Update Requests .............................................................................................. 15
1.5.4 Contact Categories .............................................................................................................. 16
1.6 Marketing .................................................................................................................................. 17
1.6.1 Private Property ..................................................................................................................... 17
1.6.2 Brochure Artwork ............................................................................................................... 18
1.7 Personal > My Info ..................................................................................................................... 18
1.8 Networks > My Network ........................................................................................................... 19
2. LISTING TAB ................................................................................................................................. 21
2.1 Sales ........................................................................................................................................... 21
2.1.1 Create New Sale Listing ...................................................................................................... 24
2.2. Rentals ...................................................................................................................................... 41
2.2.1 Create New Rental Listing .................................................................................................. 43
2.3. Shared Sales and Shared Rentals ............................................................................................. 58
2.4. Developments ........................................................................................................................... 63
2.4.1 Create New Development .................................................................................................. 63
2.4.2 Create New Unit in Development ...................................................................................... 64
3. CONTACTS TAB ............................................................................................................................ 65

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3.1 Enquiries .................................................................................................................................... 65

3.1.1 Match New Enquiry to Existing Contact ............................................................................ 67
3.1.2 Create a New Contact from a New Enquiry ....................................................................... 69
3.2 Office Contacts ........................................................................................................................... 71
3.2.1 Create New Contact ............................................................................................................ 73
3.2.2 Match Contacts to Listings ................................................................................................. 77
3.3 Your Private Contacts ................................................................................................................ 78
3.4 Referrals Tab .............................................................................................................................. 78
3.4.1 Referring a Contact ............................................................................................................. 79
3.4.2 Actioning a Contact ............................................................................................................ 83
4. DEALS TAB ........................................................................................................................................ 85
4.1 Signed Deals ............................................................................................................................... 85
4.1.1 Create New Deal from Listing ............................................................................................. 87
4.1.2 Create New Deal Manually ................................................................................................. 88
4.1.3 Create Commission Slip .................................................................................................... 109
4.2 Deal Reports ............................................................................................................................ 112
4.2.1 Admin Reports .................................................................................................................. 112
4.2.2 Manager Reports .............................................................................................................. 112
SUPPORT ............................................................................................................................................ 113

HOW TO LOG IN

When added to your Fusion office by Fusion Support or your Admin/Manager, you will receive
the below system email with Subject Your Agency is now using LMS notifying you of same.

Click this link to confirm your email address link opens a web page where you create your
password – click Sign In – this action logs you into your Fusion office and displays the
Dashboard page.

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FORGOTTEN YOUR PASSWORD?

Type za.fusionagency.net in your browser. Below the Sign In pop up, click on the Can’t

remember your password? Link.
Type your email address in the Reset Your Password pop up and click on Reset Password.

A password reset link will be emailed to you – see below. Simply click on the link in the
email to reset your password.

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LAYOUT

The above toolbar appears at all times, allowing you to navigate quickly and easily through
the four main sections, namely:

LISTINGS
CONTACTS
DEALS
PROFILE

Your agency logo and office name display on the top left. Should you be a member of more
than one office and you wish to log into the other/s – simply click on the current office name.
The other office/s name/s will appear in a dropdown list. Click on the desired office to gain
access.

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DASHBOARD

The Dashboard displays the number of Sale, Shared Sale and Rental Listings in your office.

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1. PROFILE TAB

Office and User settings are managed on the Profile tab.

The Profile tab displays the following dropdowns: 7
1.1 Users
1.2 Agent Permissions
1.3 Attorneys
1.4 Bond Consultant
1.5 Settings
1.6 Marketing
1.7 Personal > My Info
1.8 Network > My Networks

1.1 Users

1.1.1 Office Users

Only Admin/Manager roles have permission to create new Users and manage current Users.
There are three types of Users, namely: Manager, Admin and Agents.

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Agents have two permission sets – Normal Agent and Super Agent. Permissions are set in the
Agent Permissions tab.

It is mandatory to create new User profiles with unique email addresses –
sharing of email addresses is not permitted.
To ADD Users, Click on Office > Users > Add User

Search the Fusion database for the agent name or email address using the search box.
§ If found, click on Add User To Office, select the Role and click Save
§ If not found, click on Create a New User. Complete all required fields, select the Role and
Create.

The new User will receive a system email to create their password.
To EDIT User details – hover over the user name and the row will highlight to blue.

Click on the highlighted row - the User details will display with a blue background. Update
details and click Save.
Photo dimension: 300 wide x 420 high.

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To REMOVE a User from your office, simply click on the User name and Remove User – see
above.

The system does not allow Users be removed when Listings are allocated to
their profile. Listings need to be reallocated to another User prior to the system
allowing the removal of said User. Please contact Fusion Support for bulk Listing
re-allocation.

1.1.2 Agent Teams

Agent Teams are created for Agents who work in teams selling homes. Teams are created for
the Deals section only.
Click on Office > Users > Add Team
Enter a Team Name, select the Agents to be added to the team and click Create.

1.1.3 Commission Entities

Commission Entities is commission to be paid on every Deal e.g. Office Commission, Admin 10
Fees etc.
Entities display in the Commission Tables in the Deals section only. Note that Entities created
will display in every Deal.
Agents’ commission amounts will be entered manually on each Deal.
Click on Office > Users > Add Commission Entity
Enter the name of the new Commission Entity and click Create
Entities can be Edited and Removed by selecting the required action.

1.2 Agent Permissions

The Agent Permissions page allows you to set the required permissions for the Agents.
The Normal Agent can be set to only view their data, while the Super Agent can be set to
capture and edit data.
Click on Profile and select Agent Permissions
Set user rights for Normal Agents and Super Agents and click Save.

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It is imperative that the correct agent permissions are set for your office PRIOR
to adding Users to your office.

1.3 Attorneys

Deal information and documents are sent to Attorneys via the Deals section.
Attorneys are added to your office by searching the Fusion attorney database. If not found, a
request is sent to Fusion Support to create the Attorney.
Click on Profile > Attorneys > Add a New Attorney Firm

Enter the Attorney name and click Search
§ If found, click on the Attorney name

§ Click Add Attorney Firm

§ If not found, click on Browse for Your Attorney

§ Search for the Attorney name by the first letter of their name e.g. Smith would be S

§ If still not found after browsing our database, click Add Attorney Firm.
§ Complete all the fields and Send Request

§ You will receive an email as soon as your request has been approved. You then add your 12
Attorney by searching and following the same procedure as above.

1.4 Bond Consultants

Deal information and documents are sent to Bond Consultants via the Deals section.
Bond Consultants are added by searching the Fusion database. If not found, a request is sent
to Fusion Support to create the Bond Consultant.
Click on Profile > Bond Consultants > Add a Bond Provider

§ If found, click on the Bond Consultant name

§ Click Add Bond Provider

§ If not found, click on Request New Bond Provider. 13

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§ Complete the fields and Send Request. You will receive an email as soon as your request

has been approved. You then add your Bond Consultant by searching and following same
procedure as above.

1.5 Settings

1.5.1 Office Information

Office Information displays address, contact numbers, email and website URL. Be sure all is
correct as this Office Information displays on portals.

1.5.2 Task Reminder Settings

Task Reminders send system email notifications to keep everyone informed on due dates for
sale conditions. Deals section only.

Step 1: To the left of the page, select who should receive the reminders. We recommend that
Admin and Selling Agents involved in the Deals receive the reminders. Note that Managers,
when selected, will receive reminders on every Deal
Step 2: To the right of the page, enter when the reminders should be sent i.e. how many days
before the task is due and how frequently when the task is overdue.

1.5.3 Automatic Update Requests

Automatic Update Requests send system emails notifications to the Attorneys and Bond
Consultants assigned to Deals. Update Requests sent and replies received are saved in the
Message Log section of each deal.
Step 1: To the left of the page, select who should receive the Attorney Updates. We recommend
that Admin and Selling Agents involved in the Deals receive the update. Note that Managers,
when selected, will receive updates on every Deal
Step 2: To the right of the page, enter how frequently the requests for updates should be sent
to the Attorneys and to the Bond Consultants.

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1.5.4 Contact Categories

Create custom Categories for your Contacts. Contacts section only. Enter the Category name
and click Add.

Import Contacts as follows:
Step 1: Click on Import office Contacts from CSV file

Step 2: Create a .csv file with the specified format - must have a header row with the
provided column names. The column names must appear in the exact order displayed. Click
on Click here to download a sample file
Be sure to read the NB: Important Information in order to populate your .csv file correctly

Step 3: Click on Browse, search for the relevant folder where you saved the csv. file and click 16
Open and thereafter Upload

Step 4: Review and edit your data if necessary
Step 5: Click on Import

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Step 6: Should you wish to assign a Contact to a specific agent, simply select the agent name
in the Contact’s Agent Permissions section, and once again select the same agent name as
the Introduced By.
Step 7: Click on Save.

1.6 Marketing

1.6.1 Private Property

Manage Featured Listings, Featured Agents and Spotlight Listings via the Private Property
Services Page widgets.
Branch Stats displays your Private Property Listing stats.

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You will need to be set as Administrator with Private Property in order to view
Branch Stats.

1.6.2 Brochure Artwork

The logo uploaded on this page will appear on your Listing Brochures.
Please upload your company logo on a white background with the following dimensions:
240 wide x 123 high.
Note that your logo will only appear after you click on Save.

1.7 Personal > My Info

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The My Info page displays the following:
Profile Information: Update your profile details on this page. Imperative for profile information
to be correct as these details display on portals
Update your password.
Office and Branch Details: This section displays the office/s you are connected to. Your
Primary office is the office that displays when you log into Fusion. Simply click on the Make
Primary Office link should you wish to change your Primary Office.
Agent Photo: Photo dimension: 300 wide x 420 high. This photo displays on portals.

1.8 Networks > My Network

Networks are groups of selected Users. Create Networks of Users you wish to share Listings
and Contacts.

Step 1: Click on Profile > Network > My Networks > Create Network

Step 2: Enter a unique Name and click Create Network

Step 3: Search for the User or Office by name using the Search box
Step 4: When found, click on Add User To Network
Step 5: Click on Close.

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2. LISTING TAB

Simple & intuitive capture of all your listings including residential, developments, commercial
& agricultural stock. Capture once and easily publish to property portals. One-stop listing
management with comprehensive stock Reporting & media file management.

The Listings tab displays a drop menu of the following Listings:
SALES
RENTALS
SHARED SALES
SHARED RENTALS
DEVELOPMENTS

2.1 Sales

The Listings Sales landing page allows for sorting/filtering of Listings as follows:

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Filter: All Sales
Displays all Listings that have been captured in the office.

Filter: Sales by Agent
Displays Listings filtered by Agent. Select the relevant Agent from the drop-down.

Filter: Sales by Price
Displays Listings sorted by Price Range. Select the relevant Price Range from the drop-down.

Filter: Sales by Feed
Displays Listings filtered by Feed. Select the relevant Feed from the drop-down. You have the
option to display Published or Unpublished Listings.

Filter: Feed Error
This filter will only display when you have Feed Errors. A Feed Error displays when an error
occurs during the Publish process. Click into Listings in this filter to check and rectify the
Feed Errors.

Below features are available on each filter page:

Filter Create New Search Incl Adv Print Radio Key
Filters Report Buttons
Sale Box Archived ü
ü ü ü ü
All Sales ü üü ü ü ü
ü ü ü
Sales By Agents ü ü ü ü

Sales by Price ü ü

Sales by Feed ü

Search Box 22
The All Sales page displays a Search box. You may search by:
§ Property Address
§ Listing Agents
§ Reference number

Include ‘Archived’ Listings
Option to display Archived Listings

Radio Buttons
Displays the following data using the Radio Buttons:
§ Type, Listing Date, State, Feeds
§ Fusion Ref, PP Reference, P24 Reference
§ Listing Agents, Mandate, Property
§ Sellers, Asking Price

Advanced Filters
Apply Filters - The Advanced Filters button opens an Advanced Search Form.

After selecting the required filters and clicking the Apply Filters button, the page will
display the filtered Listings.
Clicking on the Show All button will once again display all Listings without the filters.
§ Report - Printing a Report is just as simple. Select the columns to be included in the Report
and click Print Report.

Print Report

Prints a Report of All Sales Listings with the following data:

Property Address State Mandate

Archived Feeds Expires On

Type Listing Agent Property

Listing Date Seller Asking Price

Ref

Key Commercial, Farm and
Icons: Archived Listing and Property Types i.e. Residential,
Development
Mandate: Joint, Open or Sole
Feeds: Number of feeds the Listing has been published to

Above the Key to the left displays the total number of Listings in the office (excludes Archived
if not selected).
Above the Key to the right displays the page number.

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2.1.1 Create New Sale Listing

Step 1: Click on the Listings tab and select Sales > click on green Create New Sale button
Step 2: Select your Property Zone and Property Type. Enter the address – be sure to select a
Street Type from the drop down. Complete all fields except where stated (optional)

Step 3: To map the Listing, enter the address once again in the Enter a location here to search 24
map block.

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The latitude and longitude coordinates will auto populate once you map the Listing by clicking
on the Click to accept position link on the map. Note that mapping your Listing is optional

Step 4: The predictive Suburb search will list Suburbs as you commence typing. Select the
correct Suburb name
Step 5: Click Create.

Clicking on the Create button takes you to the Listing page.

Listing Page

Capture all Listing information by clicking on the buttons to the right of each section –
remember to click Save after completing each section. Note that mandatory sections are
clearly highlighted in red.

The address of the property displays in the first section. Clicking on Edit Property Details
allows you to edit the property address if captured incorrectly.

Manage Listing
This section displays the following:
§ Relevant dates pertaining to Listing
§ Distressed Sale
§ Sales State
§ Fusion Ref - system generated number. This reference number will appear on your front

end site
§ Agency Ref – internal reference numbers to be manually entered.

Show Days
Set the Show Day date/s and time/s. Note that you can set multiple Show Days.
Step 1: Click on the Date block – a calendar will pop up
Step2: Click on the desired date
Step 3: Select the Start Time and End Time and click Save.

Remove or add a Show Day by clicking on Remove This Show Day or Add Another Show Day. 26

Property Price
Minimum Sale Price is R10000 – do not use a comma or point
Price suffixes: POA – Price on Application

SBT – Sale by Tender
Vat Incl – Vat amount included in price
Vat Excl – Vat amount excluded from price
Offers From amount must be less than the Sale Price.
Rates and Levy amounts may be captured for Sectional Title listings.
Existing Bond-Institution and Bond Amount may be captured.

Seller and Tenant Contact Details
New Sellers and Tenants created are added to your Contacts database.

Step 1: Click on the Edit Seller or Edit Tenant button
Step2: Check to see if the Contact exists in your database by entering the name in the Search
box and clicking Search
Step 3: Should a match be found, it will display below the Search button. Click on the name
of the Contact and click Save

Step 4: Should a match not be found, Click on the Create New Contact button 27

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Step 5: Select whether the Contact is an Individual or Company, enter details and click Save.
This Contact will automatically be added to your Office Contacts database.
The Contact will also be created in the Introduced By agent’s profile in the Office Contacts
section.

The Contact will be added to your Everlytic (email marketing software) account when the
Newsletter checkbox is selected – please contact Fusion for Everlytic support.
Remove or add another Seller/Tenant by clicking on Remove This Seller/Tenant or Add
Another Seller/Tenant.

Contacts can only be updated via the Contacts section.
Photos
Sales Listings require a minimum of 3 photos (maximum 24) for Private Property.
Dimensions of photos to be 1024 wide x 768 high.
Maximum of 26 photos can be uploaded.

Step 1: Click on Edit Photos > Upload New Photos – a photo uploader pop up will display

Step 2: Click on Add files. Search for the relevant folder where photos of Listings are saved
on your computer. Select your photos - note that multiple photos can be selected by
simultaneously pressing the Ctrl key on your keyboard and clicking the desired photos -
click Open

Step 3: Once all photo names are displaying under File name, click on Start upload and Save
once complete.

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After Saving your photos, you may edit as follows:
1. Reorder photos by dragging and dropping OR using the arrows below each photo;
2. Change the Main pic or Remove photos;
3. Rotate your photos by selecting the cruved arrows above the photos.

Floor Plans
Max 20mb per file
PDF files only!

Step 1: Click on Edit Documents > Browse
Step 2: Search for the relevant folder where floor plans of Listings are saved on your computer
Select your floor plans - note that multiple files can be selected by simultaneously pressing
the Ctrl key on your keyboard and clicking on the desired files - click on Open
Step 3: Click on Save.

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Remove Floor Plans by clicking on Edit Documents > selecting the Remove checkbox and
clicking on Save.

Features
Click on Edit Features and select relevant features.

Property Description
A minimum of 140 characters and maximum of 4000.
No telephone numbers, emails addresses or any url links allowed as these cause a feed errors.

Copying and pasting from Word into Fusion creates glitches when publishing. First copy and
paste into Notepad – this will remove illegal characters eliminating feed errors.
Brochure Description
Maximum of 300 characters.
The system will automatically populate the brochure with the Property Description should a
Brochure Description not be captured.
Marketing Header Description
Maximum of 200 characters.

Listing Agents
Step 1: Click on Edit Agents – a list of Agents in your office display
Step 2: Select the desired Agent name/s as well as the Primary agent
Step 3: Click Save.

Share this Listing with Other Offices and Agents
You have the choice to share your Listings as follows:
§ Share to your Office and Agents
§ Share to Offices and Agents in your agency group
§ Share to Offices and Agents in the Fusion database.

Please contact Fusion Support to update your Listing share permissions for your
office if required.

Share a Listing as follows:
Step 1: Click on Manage Sharing
Step 2: Select to share with Office, Agent or Network:
OFFICE – select Agency then Office – the shared listing will appear in all agents’ profiles

AGENT – select Agency, Office then Agent

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NETWORK – select the Network

Step 3: Select who you would like to share the Listing with and click Add Share and then Save.
To remove the sharing of a Listing, click on Manage Sharing, click on Remove and Save.

Shared Listings display in the Listings > Shared Sales tab.
Incoming Sales displays Listings that have been shared to your office whilst
Outgoing Sales displays Listings that you have shared.

Commission Details

Enter the Total Commission Percentage, Total Rand Value and Agent Splits.
Activity Log

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Keep track of your activity on the Listing, details of phone calls, successful show days etc.
Note that information captured is for private use only i.e. information captured will not display
on Shared Listings.
Captured Activity Logs cannot be edited/removed.
Step 1: Click on Edit Activity Log
Step 2: Click on the down arrow to display activity log options
Step 3: Select activity and enter details
Step 4: Click Save.

Managing Agent

Enter Managing Agent details if available.
Viewing Arrangements & Notes

Note that information captured is for public use i.e. information captured will display on
Shared Listings.
Notes can be edited/removed.
Step 1: Click on Edit Notes
Step 2: Enter details
Step 4: Click Save.
Once you have completed all the sections, click on Proceed to Publish link at the bottom of
the page OR click on the Publish tab at the top of the page.

Clicking on Proceed to Publish does not publish your Listing. Your Listing is
published on the Publish tab.

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Archive Listing – Listing will be removed from all portals and the state of the Listing updated
to Archived – displayed on the top right of the Listing page. The Archive Listing button on the
bottom right of the page will update to Reactivate Listing.

Listings need to be Reactivated in order to be Published again.
Delete Forever – Listing will be removed from all portals and be deleted completely from your
office. Note that Fusion Support cannot recover deleted Listings.

Publish Page

The Listing Capture Status - missing or incorrectly captured mandatory information on the
Listing page will be marked with a red a red X. Hover over the X to display issue.

Note that you are not able to Publish (Publish button does not display) your Listing until all
mandatory information is captured and the Listing Detail section is completely green.

The following Publish options are available:

Publish to Web - publish your Listing simultaneously to all portals

Own Website - publish your Listing to your website only

Private Property - publish your Listing to Private Property only

Property 24 - publish your Listing to Property 24 only

Other Portals - publish your Listing to Other Portals only (IOL, Property Junction,

Immo Africa)

Agency Site - publish your Listing to Agency Site only

Note that your office publish options may differ to above.

Step 1: Click on Publish
Step 2: Select the Show full address details checkbox should you wish the property address
to display/Listing to be mapped
Step 3: Select the Mark as Featured checkbox should you wish the Listing to display as
featured. Note this is only valid for the following portals:
• Private Property (should you have available slots)
• PropData website
• Fusion website

Step 4: Click on the Auto Removal Date block – a calendar will pop up
Step 5: Click on the desired date you wish the Listing to be removed from the portal
Step 6: Click Publish.

The Auto Removal Date will NOT remove listings for Private Property. Private
Property listings need to be manually removed by clicking on Re-Publish >
Remove

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Publishing/In Moderation message will update to Published / Online once the Listing has gone
live – note that times vary per portal.
The View on Website link displays the Listing live on the site.
The portal reference number displays below the View on Website link.

Ordering Private Property Products
If you would like to promote a property by means of an e-flyer or virtual tour, select the Order
Private Property Products link.
This widget opens the Private Property services page in a new browser tab. Click on the drop-
down box and select the product and then Submit my order.

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To Remove (unpublish) a Listing from specific portals, click on the Re-publish button next to
the desired portal and click on Remove.



Imperative for Listings to be Republished AFTER changes are made on the
Listing page. The changes to the Listing will not appear on sites/portals if the
Listing is not Republished.



Summary Page

The Summary page displays a summary of the detail captured on the Listing page as well as
Published Web-Links.
You may action the following on this page:
§ Print a Listing Card
§ Email parties involved by clicking on the relevant email address – this will open a new email

in your email client.

Brochures Page

Select and print the desired brochure for event e.g. show house.

Match Page 39

This page allows you to email a brochure of the Listing to matching Contacts.
Contacts are ranked (grey numbers) by the number of Listing criteria that match the Contact
criteria. Matching criteria is marked with a green tick and criteria that does not match with a
red cross. Clicking on the little blue arrow to the right of the page (next to Office Contact)
opens the Contact in a new tab – allowing you to edit/update the Contact details. Be sure to
refresh (Ctrl F5) the Match page if you have updated a Contact.

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Match your Listing to Contact/s as follows:
Step 1: Select the desired Contacts by clicking on the Select Match box
Step 2: Click on the Email Selected button
Step 3: Edit the Message, choose the Brochure you would like to send to Contact and click
Send.

System now displays the date this Listing was sent to this Contact.

2.2. Rentals

The Listings Rentals landing page allows for sorting/filtering of Listings as follows:



Filter: All Rentals
Displays all Listings that have been captured in the office.

Filter: Rentals by Agent
Displays Listings filtered by Agent. Select the relevant Agent from the drop-down.

Filter: Rentals by Price
Displays Listings sorted by Price Range. Select the relevant Price Range from the drop-down.

Filter: Rentals by Feed
Displays Listings filtered by Feed. Select the relevant Feed from the drop-down. You have the
option to display Published or Unpublished Listings.

Filter: Feed Error
This filter will only display when you have Feed Errors. A Feed Error displays when an error
occurs during the Publish process. Click into Listings in this filter to check and rectify the
Feed Errors.

Below features are available on each filter page:

Filter Create New Search Incl Adv Print Radio Key
Rental Box Archived Filters Report Buttons
All Rentals ü ü ü
Rentals By Agents ü ü ü ü ü ü
Rentals by Price ü ü ü ü
Rentals by Feed ü ü ü ü ü
ü ü ü

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Search Box

The All Rentals page displays a Search box. You may search by:
§ Property Address
§ Listing Agents
§ Reference number

Include ‘Archived’ Listings
Option to display Archived Listings

Radio Buttons

Displays the following data using the Radio Buttons:
§ Type, Listing Date, State, Feeds
§ Fusion Ref, PP Reference, P24 Reference
§ Listing Agents, Property, Rental
§ Landlords

Advanced Filters
§ Apply Filters - The Advanced Filters button opens an Advanced Search Form.

After selecting the required filters and clicking the Apply Filters button, the page will
display the filtered Listings.
Clicking on the Show All button will once again display all Listings without the filters.
§ Report - Printing a Report is just as simple. Select the columns to be included in the Report
and click Print Report.

Print Report

Prints a Report of All Rental Listings with the following data:

Property Address State Mandate

Archived Feeds Occ. Date

Type Listing Agent Property

Listing Date Landlord Rental

Ref

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Key Commercial, Farm
Icons: Archived Listing and Property Types i.e. Residential, and
Development
Feeds: Number of feeds the Listing has been published to.

Above the Key to the left displays the total number of Listings in the office (excludes Archived
if not selected).
Above the Key to the right displays the page number.

2.2.1 Create New Rental Listing

Step 1: Click on the Listings tab and select Rentals > click on green Create New Rental button
Step 2: Select your Property Zone and Property Type. Enter the address – be sure to select a
Street Type from the drop down. Complete all fields except where stated (optional)

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Step 3: To map the Listing, enter the address once again in the Enter a location here to search
map block.
The latitude and longitude coordinates will auto populate once you map the Listing by clicking
on the Click to accept position link on the map. Note that mapping your Listing is optional

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Step 4: The predictive Suburb search will list Suburbs as you commence typing. Select the
correct Suburb name
Step 5: Click Create.

Clicking on the Create button takes you to the Listing page.

Listing Page

Capture all Listing information by clicking on the buttons to the right of each section – 46
remember to click Save after completing each section. Note that mandatory sections are
clearly highlighted in red.

The address of the property displays in the first section. Clicking on Edit Property Details
allows you to edit the property address if captured incorrectly.

Manage Listing
This section displays the following:
§ Relevant dates pertaining to Listing
§ Rental State
§ Fusion Ref - system generated number. This reference number will appear on your front

end site
§ Agency Ref – internal reference numbers to be manually entered.

Property Price
Do not use a comma or point when entering the price.
Price suffixes:

Per Day
Per Week
Per Month
Per m2
Enter the Deposit amount and select whether Water and Electricity are included.

Landlord and Tenant Contact Details
New Landlord and Tenants created are added to your Contacts database.

Step 1: Click on the Edit Landlord or Edit Tenant button
Step2: Check to see if the Contact exists in your database by entering the name in the Search
box and clicking Search
Step 3: Should a match be found, it will display below the Search button. Click on the name
of the Contact and click Save

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Step 4: Should a match not be found, Click on the Create New Contact button

Select whether the Contact is an Individual or Company, enter details and click Save. This
Contact will automatically be added to your database.
The Contact will also be created in the Introduced By agent’s profile in the Office Contacts
section.

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The Contact will be added to your Everlytic (email marketing software) account when the
Newsletter checkbox is selected – please contact Fusion for Everlytic support.
Remove or add another Landlord/Tenant by clicking on Remove This Landlord/Tenant or Add
Another Landlord/Tenant.

Contacts can only be updated via the Contacts section.
Photos
Step 1: Click on Edit Photos > Upload New Photos – a photo uploader pop up will display

Step 2: Click on Add files. Search for the relevant folder where photos of Listings are saved
on your computer. Select your photos - note that multiple photos can be selected by
simultaneously pressing the Ctrl key on your keyboard and clicking on the desired photos -
click on Open

Step 3: Once all photo names are displaying under File name, click on Start upload and Save
once complete.

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Should you wish to reorder your photos, simply click the Edit Photos button and reorder
photos by dragging and dropping OR using the arrows below each photo. You may also
change the Main pic or Remove photos – remember to click Save to update.
Features
Click on Edit Features and select relevant features.

Property Description
A minimum of 140 characters and maximum of 4000.
No telephone numbers, emails addresses or any url links allowed as these cause a feed errors.

Copying and pasting from Word into Fusion creates glitches when publishing. First copy and
paste into Notepad – this will remove illegal characters eliminating feed errors.
Brochure Description
Maximum of 300 characters.
The system will automatically populate the brochure with the Property Description should a
Brochure Description not be captured.

Marketing Header Description
Maximum of 200 characters.

Listing Agents
Step 1: Click on Edit Agents – a list of Agents in your office display
Step 2: Select the desired Agent name/s as well as the Primary agent
Step 3: Click Save.

Commission Details

Enter the Total Commission Percentage, Total Rand Value and Agent Splits.
Activity Log

Keep track of your activity on the Listing, details of phone calls, etc. 50
Captured Activity Logs cannot be edited/removed.
Step 1: Click on Edit Activity Log
Step 2: Click on the down arrow to display activity log options
Step 3: Select activity and enter details
Step 4: Click Save.