📄️ Reservation Process
A complete guide to reserving units through the Sales App and Customer Connect.
📄️ New Deal Process
Step-by-step guide for creating and managing new deals through the Sales App.
📄️ Contract Management
Guide to managing contracts and documents in the Pluto Sales App, including the Document Previewer, Contract Editor, annotations, merge fields, and signing workflows.
📄️ Managing Deposits
Guide to creating, receiving, and managing deposits in the Pluto Sales App.
📄️ Parking Stall Assignments
How to assign parking stalls to units through bulk assignment, individual assignment, and sales options.
📄️ Mass Email
Guide for sending mass emails to groups of contacts using the Mass Email tool in the Admin page.
📄️ Price Adjustments
Guide to adjusting unit list prices individually or in bulk using the Unit Manager, Workbench, or Unit View in the Pluto Sales App.
📄️ Dashboard Management
Guide for customizing the sales app dashboard, managing panel visibility and ordering, applying filters, and understanding how roles shape your dashboard experience.
📄️ Conveyance Reports
Guide for generating PDF and Excel conveyance reports to share deal summaries with conveyance lawyers.
📄️ Contact Types
Contact types used in the platform.
📄️ Sales Status
Sales Status that are used in the platform.
📄️ Sales FAQs
Frequently asked questions about Pluto Systems Sales App.