Start here: your first week in the Portal

By the end of the first week your IM is live at its own link and every enquiry about it lands on one screen. That takes three things from you. The build is ours.

Before you start

• Vision Pitch invites you by email. Signing yourself up on the sign-in page leads nowhere.
• The three steps below are yours, in order. We do the rest and tell you when it is live.

Steps

1. Open the invitation and set a password, at least eight characters. Until you do, your account reads Invited. Invite your team the same way — Manage users and subscription access.
2. Send us your material — the IM as one PDF with selectable text, brand guidelines and logos. Formats and size limits: What we need from you. Brand colours and fonts you can adjust yourself — Upload and adjust brand guidelines.
3. Start the trial, then pick a plan. Without cover, the project sends you to the plan picker every time. The Analytics dashboard needs Pro; unit and lot engagement needs Flagship. Start a trial and manage a subscription.

Then it is yours

Your units are yours. Import the schedule into the Inventory tab yourself, then keep prices and statuses current — buyers see them live. Import an inventory schedule, Add, edit and delete units.

Enquiries arrive on the Leads tab, assigned to the agent who should answer them. View project leads.

Your own website can feed the same screen. Ask us to point its enquiry form at the Portal and those leads land beside the ones your IM produced.

What you see when it worked

The project opens on its tabs, with no plan picker and no Read-only badge. Link and Embed code sit under the project name, and the first enquiry shows up on Leads.

If it does not work