Testimonials

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1. Select the “Testimonials" menu link presented in your Administration Menu or select the "Testimonials" Icon in your dashboard and select "View Testimonials"

2. On the Testimonials List page you can Search through your Testimonials using the Search dropdown and entry boxes, sort your Testimonials via the column titles, Edit your Testimonials ,Add Testimonials, and Download your Testimonials for use elsewhere.

3. To Add a Testimonial:

  • Select the "Add Testimonial" icon
  • On the "Adding Testimonial" page, you can:
  • Enter in your Testimonial Contact information
  • Change its status
  • Attribute the Testimonial to an existing customer
  • Enter a Testimonial Title and The testimonial itself.
  • When finished, select "Add Testimonial"

4. To View/Edit a Testimonial: Select any Testimonial of your choice from your Testimonial list page. On the "Editing Testimonial" page you can edit your Testimonial by:

  • Changing the contact information
  • Changing its status
  • Attribute the Testimonial to an existing customer
  • Change the Testimonial Title and The testimonial itself.
  • When finished, select "Update Testimonial"

5. To Manage your Testimonial:

  • You can mark your Testimonial for Deletion by selecting the "Delete Testimonial" icon. "Delete Testimonial" Icon display depends on Brokerage settings and user level
  • You can Approve or Remove approval on a testimonial by selecting the “Approve or Remove approval on testimonial” action Icon.
  • You can “Lock” or “Unlock” your testimonial, making it uneditable/editable by the customer.