Going-live checklist

Your site works as soon as the wizard finishes. Before you announce it, run through this list:

1. Check your listings. Open Listings in the portal and spot-check a few against your CRM: photos, prices, statuses. If something looks off, see How CRM sync works.
2. Review your pages. In your site’s Pages tab, read the homepage and the system pages (About, Team, Sell, Let, Valuation, Contact). The starting content is built from your CRM and brand, so tweak the wording until it sounds like you. See Editing pages.
3. Set your brand properly. The Appearance tab holds your logo, favicon, brand colours, colour scheme, contact details and social links. See Appearance & themes.
4. Check your menus. The Menus tab controls header and footer navigation; sensible defaults apply until you override them.
5. Add your small print. Turn on the legal pages this site needs in the Legal tab, and fill in Settings → Legal details so the blanks (company number, redress scheme and so on) fill in automatically. Have a solicitor review before you publish.
6. Send a test lead. Fill in an enquiry form on your own site and watch it arrive in Leads, in your inbox, and in your CRM. See How leads work.
7. Wire up measurement. Owners and admins: the site’s Marketing & SEO tab takes your GA4, Tag Manager and Meta Pixel IDs, search-engine verification, and your Google Business Profile for reviews. See Marketing & SEO.
8. Start your subscription and point your domain. A custom domain on your main site needs an active subscription; see Custom domains.