Introduction to Sales Trust

 

Our Sales Trust Module allows you to manage your transactions, from upfront vendor marketing contributions to sales deposits from multiple buyers – all with full investment account tracking in a single entry database.
 
Multiple Sales Trust Accounts are available for agencies needing this additional flexibility for their sales transactions. You can access a comprehensive range of reports to help streamline the management of this important agency activity.
 
When getting started with the Agentbox Sales Trust system it is good to familiarise yourself with the following;
 
 
The Agentbox Help Centre consolidates a range of useful resources in an easy to access friendly interface. It is accessible now from the Help Icon  located in the lower right corner of the system footer. Alternatively to Access the Agentbox Help Centre click on your name in the top right-hand corner of the header and select Help & Support from the drop-down menu.

 

Within the Help centre you can;

 

I need help doing something...

- View User Manual

- Watch Training Videos

- Book a Training Session

- Purchase an Agentbox Academy Course

- Submit a Support Ticket/Request

I have a problem with my trust account system...

- Here you can submit a Support Ticket/Request

Please Note: We will be able to respond faster if you include all relevant information including screenshots and listing IDs where relevant. If you have more than one supporting file/attachment, please upload these as a single 'zip' file

I would like to make a change to my trust account e.g. increase/decrease number of accounts or enable backdating in the system...

- Here you can submit a Client Solutions Request (Master Users Only)

A Client Change Request is a request for us to investigate making changes to your system configuration, functionality or templates e.g. you would like to change your company logo, add a new page to your website or request a new type of report..
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