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Create a new office

How to create a new office if you manage multiple offices

Click the đŸ”œ below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser đŸ’»

1. Click the account selector in the top-left corner of the sidebar, then select the “+” icon next to Offices & groups.

2. Select Office as the Dashboard type, then click Continue.

3. Enter the Office name and Office address, then click Continue.

4. Connect to your office CRM. Learn how to connect your CRM here.

5. Enter and add the suburbs your office wants to track, then click Continue.

6. Click Finish to complete the process.

iOS/Android mobile appđŸ“±

1. Open the Dashboard tab, then tap the Sonar logo at the top-left corner of the screen

2. Tap “+” icon next to Offices & groups

3. Select Office as the Dashboard type, then tap Continue.

4. Enter the Office name and Office address, then tap Continue.

5. Connect to your office CRM. Learn how to connect your CRM here.

6. Enter and add the suburbs your office wants to track, then tap Continue.

7. Tap Finish to complete setup.

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