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FAQ – Navigator and CRM

  • Latest News
  • April 2, 2020
FAQ – Navigator and CRM

NAVIGATOR

  1. My agent’s Navigator is blocked.

Solution:

How to reset an agent’s Navigator password:

Log into your Navigator profile

  • Go to Settings
  • Your Personnel
  • Click on Edit next to agent’s profile
  • Re-enter the agent’s Navigator password, scroll down and click on Submit
  • Then make sure the agent’s profile is enabled (it should say “Disable” next to the enabled profile)

Log out of your Navigator profile

Log into the agent’s Navigator profile to check that the login is working

  1. My agent cannot log into Navigator.

Solution:

How to reset an agent’s Navigator password:

Log into your Navigator profile

  • Go to Settings
  • Your Personnel
  • Click on Edit next to agent’s profile
  • Re-enter the agent’s Navigator password, scroll down and click on Submit
  • Then make sure the agent’s profile is enabled (it should say “Disable” next to the enabled profile)

Log out of your Navigator profile

Log into the agent’s Navigator profile to check that the login is working

  1. My agent cannot log into DMS.

Solution:

How to reset an agent’s Navigator password for DMS to work:

Log into your Navigator profile

  • Go to Settings
  • Your Personnel
  • Click on Edit next to agent’s profile
  • Re-enter the agent’s Navigator password, scroll down and click on Submit

Log out of your Navigator profile

Log into the agent’s Navigator profile and click on the DMS tab to check that it’s working

  1. I, the Office Administrator/Sales Manager, cannot edit my own Navigator details.

Solution:

Log a ticket via the Navigator Support button and request the change on your details, also provide the new details that need to be changed, e.g. cell number, landline number, surname.

  1. I, the Office Sdministrator/Sales Manager, cannot see my office administrator/sales manager’s profile under Your Personnel, why can’t I see them?

Answer:

All office administrators, sales managers and franchisees have the same access on Navigator/Treasure Map.

Only Property.CoZa South Africa (Head Office) personnel can edit Admin Access users’ profiles.

CRM

  1. My OMS listings are not pulling through to CRM

Solution:

Log a ticket via the Navigator Support button and provide the following information,

  • User’s Navigator username and password
  • Listing reference numbers
  1. My listing photo is not showing on CRM

Solution:

Log a ticket via the Navigator Support button and provide the following information,

  • User’s Navigator username and password
  • Listing reference number(s)

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