WAFI Help Center

Getting started

• Open the WAFI CRM application and sign in with your authorised account.
• Set up team members and access permissions for your workflow.
• Import or add leads and assign clear ownership.
• Create follow-up tasks and keep lead stages current.

Common workflows

• Lead capture and assignment
• Follow-up reminders and activity tracking
• Property inventory and buyer-requirement matching
• Site-visit and pipeline management
• Team reporting

Need assistance?

Use the WAFI contact page to describe the issue, affected workflow and the best way to reach you. Do not include passwords or one-time codes.

Account and access checklist

• Confirm that you are using the correct organisation and authorised email address.
• Check that your role has permission for the page or record you need.
• Refresh the session and retry from a current supported browser.
• Ask an organisation administrator to confirm user status and permissions.
• Never share a password or one-time code with support.

Lead and follow-up checklist

• Record the lead source and assign a clear owner.
• Set a next action with a real date and time.
• Keep notes factual and relevant to the customer interaction.
• Update the pipeline stage after meaningful progress.
• Use filters and reports to find overdue or unassigned work.

Property and site-visit checklist

• Keep property availability and key details current.
• Record buyer or tenant requirements consistently.
• Confirm the responsible agent before a site visit.
• Log the visit outcome and next action promptly.
• Avoid storing unnecessary sensitive personal information.

When reporting a problem

Include the affected page, record type, approximate time, browser or device, visible error and whether one or several users are affected. Screenshots should hide personal, financial or credential information. Support priority depends on impact, reproducibility and service availability.