# Registration ## 🔐 Register with Byron-Butler.com ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MRLOh98JdoyqSmtgLYo%2F-MRLPI44sj4GAtOzK1a9%2F-MRLTxyNAl_YabTu45HZ%2Fc110dc49454cb95d521846bb607b9942.png?alt=media\&token=87cacff3-7344-4141-9fae-9126502e4354) It's super easy! Visit our website, there you will find a login button, click it and you will redirect to the login screen where you have to enter your username, email address and password. > #### After registration you can log in immediately, but you should confirm the activation email to be able to use the full scope of functions. # Hiring Learn how to hire any of our services. ## 📘Hiring any of our services Browse through the different sections of our website to find the service you want, for example if you are looking to host your website, in the web hosting section you will find all the different plans. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2Fy2GXZuz9A9VMZSnhTuqo%2FCaptura.PNG?alt=media\&token=0f92c006-810c-4a74-8def-ec3a6e22f487) Once you select the desired plan you will be redirected to the configuration form and payment process where the first thing you should do is confirm the plan that you like to hire and select the payment cycle you prefer and if you need any add-on of those available. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2Fcd532rOIirrSD1JnJ9IG%2FCaptura.PNG?alt=media\&token=cb654e6e-24d4-405a-ba42-f346713fc3b4) The next step is to configure your service, the domain name you want, ram memory, disk type... some services are more configurable than others depending on their type. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FYqrUQZP9KiIaIGOxUD8r%2FCaptura.PNG?alt=media\&token=cbe9455f-7ec1-46b8-acfa-14278ef83a6e) Once you have chosen your plan and configured it, all you have to do is confirm it and proceed to payment with the billing cycle you have chosen at the beginning. If you already have an account with us but have not logged in, the system will ask you to do so, if you do not have an account then you will have to fill in the form to create one. Having a registered account is mandatory, with it you can access a customer panel where you can see the hired services, all billing information and give you more facilities to open direct support tickets with our staff. Finally, you will also have the possibility to decide whether you want payments to be made automatically or manually with the payment method of your choice. # Community offers ## 🤗More than just "customers" The idea of our business is to make large and complex IT services more accessible to any kind of customer, so we try to build a community that benefits from our offers and products. Below is a detailed list of all the offers we make available in addition to our products. ### 🐦 Twitter Under the handle [@byronbutlerorg](https://docs.byronbutler.com/first-steps/www.twitter.com/byronbutlerorg) we tweet almost daily about our new products, what's going on in the company and posts we think you might find interesting in both English and [Spanish](https://docs.byronbutler.com/first-steps/www.twitter.com/byronbutlerorge). ### 📷 Instagram More image, but not less content! On [Instagram](https://docs.byronbutler.com/first-steps/www.instagram.com/byronbutlerorg) we offer images of our offers, products and our latest posts on our blog. ### 🕵 Facebook Back then we started like many other companies on [Facebook](https://docs.byronbutler.com/first-steps/www.facebook.com/byronbutlerorg). Followers can also enjoy our stories and receive extensive information about our innovations. ### 🎥Youtube, 🔴Twitch and 💬Discord Innovation is crucial for us, so we do not rule out the possibility of doing different projects in any of these 3 platforms both directly and indirectly. ### ✉️ The direct line Of course, you can also contact us personally through any of the platforms mentioned above. However, we would like to emphasize that we cannot and will not offer direct support via social media. If you have service-related problems, always contact our live chat or ticketing system directly as [explained here](/support/report-problems). For any other issues, we are always available on our email. # Report problems ## What to do if you have problems with your service? ### 🤔 Is something going wrong? Is your service not working properly, or are there problems you can't solve yourself? No problem. We are at your disposal. However, we recommend the following procedure so that you can use your products quickly and smoothly. If only your server, an entire cluster or even the entire data center is affected, you can easily find out in our [Fault Reports](https://byronbutler.statuspage.io/), where we provide exact information about current faults and failures. If one of your products is severely affected, we will inform you about the failure directly in your customer dashboard. ### 😅 A ticket saves time! If on the other hand you do not see any bug reports in the system and yet you are still having problems with your services; you can always open a direct chat with us to report your problem where a member of our team will answer you as soon as possible, but if the chat is not for you as well as for better attention; we recommend that you simply create a Ticket in your web interface! Just fill in the form with all the necessary information that is relevant to the solution of your problem. This includes: * The topic to which your request refers * The service or subject your request is about * A detailed description of your problem *(Since when has the problem existed? How often does it happen? What was changed on the server before?)* ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FwJlus1BKyYI0Nspb4d3e%2FCaptura.PNG.png?alt=media\&token=632dfbe6-3050-419c-ab33-5fb47fb3153a) > Simply click on the box at the top of the web interface ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FqKVyJGe4puPHlwEr9fuW%2FScreenshot_1.png?alt=media\&token=0387fd1f-66a7-43b5-bcb5-2758789b91a6) > You will then be taken to a page where you can see all your previous tickets, as well as write new ones. # Create screenshots ## How and with which tool to create screenshots ### 📸Create screenshots In some cases it is necessary to send screenshots to support. For this to be possible, the screenshot(s) must be shared via a link. This link can be a link to a cloud of your own or to a "web uploader", also called web screenshot tools. If your own cloud or web screenshot tool does not offer a function to create a screenshot directly, it can usually be created on the PC with simple tools. In Windows, it is sufficient to use the "Snipping Tool". With this tool, a screenshot can be saved locally, which can then be loaded. On Linux, the "Screenshots" tool, usually already installed, or other tools such as "FlameShot" can be used to create local screenshots, which can then be uploaded. Below we are going to give a brief description of the most popular screen capture tool that are freely available on the market: > ⚠️ It is not recommended to share private or sensitive data publicly. If data is visible on the screenshot, it should be made unrecognizable or replaced by example data. ### 📎Lightshot Lightshot does not offer a direct upload for images/screenshots. The upload can only be done via the own client. The client can be obtained directly from the website and also offers a few tools to mark/show something on the screenshot or make it unrecognizable. Download the client [Download](https://app.prntscr.com/en/). ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FbICKEdjAkJXrppgrqKCc%2F209-178-max.png?alt=media\&token=ee5160a7-b0ea-4f45-8a8c-4383182a4ae8) After the download, the client can be installed. Afterwards, by default, a scrrenshot can be created or an area can be selected with the "Print" button. After the area is selected, the screenshot can still be edited. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FUvWQhbO8YBvFB5tWfhYM%2F311-259-max.png?alt=media\&token=071b0f9d-64c7-4259-9070-d905deca2776) Once the editing is completed, if necessary, the screenshot can be uploaded by clicking on the "Cloud". ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FKM8MUY4KBCB7Sxdc82Us%2F323-282-max.png?alt=media\&token=d3851ea3-243c-4e54-8225-d9ae97bb0b6a) After uploading, the link can be copied and shared with others. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2F1l8CIelTBVY373ibLD2T%2F177-39-max.png?alt=media\&token=b4da8b28-85cb-45ce-a0be-625e8b24d553) # Sharing secrets ## What if I need to send data > ⚠️ It is not recommended to share any private or sensitive data publicly, our team will never ask you to give them any data such as passwords, usernames or other vulnerable information.. In some cases we are obliged to send our customers login information for their newly contracted services as well as other data that may be considered vulnerable. This data can be from new customer accounts, servers or other services preconfigured by our team that subsequently transmit the data to our customers so that they can access to that service. Our team will never request this kind of data from any of our customers, but if you want to know how we send this data and how you can do it if you need it, here we will explain you how: ### 🤫PrivateBin ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FG6KIQg2FVWi8fXcDKn17%2FScreenshot_1.png?alt=media\&token=0c284f1b-15e4-4c65-bc33-2bc119dd6598) [PrivateBin](https://secrets.byronbutler.com) is an online pastebin in which the server has no knowledge of the data entered. Data is encrypted and decrypted in the browser using 256-bit encryption. It also gives you the possibility to configure the sending by selecting how much time is left for the destruction of the entered data, whether the paste is destroyed right after the other person reads it or not, or the possibility to set a password that is required to read the paste. This further protects a paste and prevents people who stumble upon the link to your paste from being able to read it without the password. ### 📝How to use PrivateBin At [ByronButler.com](https://byronbutler.com) we have this tool installed directly on our server and we give access to our customers to use it. > We are not responsible for the misuse, or fraudulent use that the end user can do with this tool, If we are forced to hand over access logs to the authorities because of suspicion of fraudulent use by a user, they will be handed over. PrivateBin encrypts your text and discussion content, but who accessed a paste (first) could be revealed through the access logs. To use the tool first access from your browser to [this link.](https://secrets.byronbutler.com) Once inside you will see a text box where you can type the information you wish to send. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FlOpk5ftRgj5YYNwhpz1y%2FScreenshot_2.png?alt=media\&token=befb7dc7-697f-4438-a561-ee60eda3b2ea) Once you have entered the information, in the top bar you can set the time for the paste to expire, whether it is destroyed after reading it, whether you want to enable an open discussion (this gives you the possibility to create a small discussion with comments between you and the person who has access to the paste), set a password and finally indicate which text format you are going to use. Once you have entered the information, in the top bar you can set the time for the paste to expire, whether it is destroyed after reading it, whether you want to enable an open discussion (this gives you the possibility to create a small discussion with comments between you and the person who has access to the paste), set a password and finally indicate which text format you are going to use. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FzEojz26VxE5jls1NcLRx%2FScreenshot_3.png?alt=media\&token=4e0d202a-542a-4efe-b259-75e089ebeefb) Once you have everything ready and configured in the upper right corner you must click on send and the tool will give you the link that you must send to the person with whom you want to share the data. ![](https://3878746817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MRLOh98JdoyqSmtgLYo%2Fuploads%2FlCX5r8FgRhmu7bakfA8o%2FScreenshot_1.png?alt=media\&token=e8886892-04bc-44d3-bb27-db1aacd73b1b) # Manual de Usuario Índice 1. Introducción 2. Acceso al sistema 3. Panel de Control (Dashboard) 4. Contactos 5. Leads (Kanban) 6. Llamadas 7. Acciones Diarias 8. Soporte (Tickets) 9. Administración de Usuarios 10. Mi Perfil 11. Exportar a PDF *** ### 1. Introducción El CRM Inmobiliario es una herramienta web diseñada para ayudar a asesores inmobiliarios a gestionar sus clientes, leads, llamadas y acciones diarias. El sistema permite organizar visualmente el proceso de venta mediante un tablero Kanban, registrar el historial de comunicaciones y obtener métricas clave del negocio. #### Funcionalidades principales * Tablero Kanban para gestionar leads por estado * Registro de llamadas y acciones diarias * Agenda de contactos * Dashboard con KPIs, gráficos y filtros por periodo * Sistema de roles (admin / usuario) * Módulo de soporte técnico con tickets * Exportación a PDF del dashboard *** ### 2. Acceso al Sistema #### 2.1. Iniciar sesión 1. Abre la URL del CRM en tu navegador. 2. Introduce tu **usuario** y **contraseña**. 3. Haz clic en **"Iniciar sesión"**. #### 2.2. Registrarse 1. En la pantalla de login, haz clic en **"Crear cuenta"**. 2. Completa los campos: **Nombre completo**, **Correo electrónico**, **Usuario** y **Contraseña**. 3. Haz clic en **"Crear cuenta"**. 4. Recibirás un mensaje de confirmación. Tu cuenta queda **pendiente de activación** por el administrador. 5. El administrador recibirá una notificación por email automáticamente. #### 2.3. Cerrar sesión Haz clic en el botón **"Cerrar sesión"** en la esquina superior derecha. *** ### 3. Panel de Control (Dashboard) El dashboard ofrece una visión general del negocio con indicadores clave y gráficos. #### 3.1. Barra de estadísticas En la parte superior se muestran: | Indicador | Descripción | | -------------------- | ----------------------------------------- | | **Total** | Número total de leads | | **Vendidos** | Leads en estado VENDIDO | | **Fact. Realizada** | Suma de facturación de leads vendidos | | **Fact. Pendiente** | Suma de facturación del resto de leads | | **Realizado Asesor** | Retorno del asesor sobre leads vendidos | | **Pendiente Asesor** | Retorno del asesor sobre leads pendientes | | **Captados** | Número de leads captados | Los indicadores con valor 0 se ocultan automáticamente. #### 3.2. Filtros por periodo Puedes filtrar los datos del dashboard por: * **Mes**: selecciona un mes y año concretos. * **Trimestre**: selecciona un trimestre (Q1-Q4) y año. * **Año**: selecciona un año. * **Todo**: muestra todos los datos sin filtrar. #### 3.3. Tarjetas KPI Resumen visual con: Total, Vendidos, Fact. Realizada, Fact. Pendiente, Realizado Asesor, Pendiente Asesor, Captados, Llamadas, Tasa de Éxito, Valor Inmuebles, Tasa de Conversión, Valor Cartera. #### 3.4. Gráficos * **Llamadas por mes**: gráfico de barras con las llamadas registradas cada mes. * **Resultado llamadas**: gráfico de donut (éxito / perdidas). * **Acciones por mes**: gráfico de barras con el total de acciones. #### 3.5. Tablas * **Leads por estado y origen**: desglose detallado. * **Valor Total Cartera**: resumen económico completo. #### 3.6. Exportar PDF Haz clic en **"Exportar PDF"** para descargar un informe completo del dashboard con todos los gráficos y tablas incluidos. *** ### 4. Contactos La pestaña **Contactos** permite gestionar una agenda de contactos independiente de los leads. #### 4.1. Añadir contacto 1. Haz clic en **"Añadir Contacto"**. 2. Rellena los datos (nombre, código OKC, origen, tipo cliente, tipo inmueble, etc.). 3. Marca **"Crear lead automáticamente con estos datos"** si deseas crear también un lead en el tablero Kanban. 4. Haz clic en **"Guardar Contacto"**. #### 4.2. Buscar contactos Usa el campo de búsqueda para filtrar contactos en tiempo real por nombre, código OKC, origen o tipo. #### 4.3. Editar / Eliminar Usa los iconos del lápiz (editar) y papelera (eliminar) en cada contacto. *** ### 5. Leads (Kanban) El tablero Kanban organiza los leads en columnas según su estado, permitiendo arrastrar y soltar para cambiar de estado. #### 5.1. Estados del Kanban | Columna | Descripción | | -------------------- | ------------------------------------- | | **PROSPECTO** | Nuevo lead sin contacto significativo | | **SEGUIMIENTO** | En proceso de seguimiento | | **PRIMERA VISITA** | Se ha realizado la primera visita | | **PRESENTACIÓN** | Presentación de propuesta | | **COMERCIALIZACION** | En proceso de comercialización | | **ARRAS** | Contrato de arras firmado | | **NOTARIA** | En trámites notariales | | **VENDIDO** | Operación cerrada | | **PERDIDO** | Operación cancelada | #### 5.2. Añadir lead 1. Haz clic en **"Añadir Lead"**. 2. Rellena los campos obligatorios (nombre) y opcionales. 3. Los campos de valoración y comisión calculan automáticamente la facturación con IVA. 4. Haz clic en **"Guardar Lead"**. #### 5.3. Mover lead entre columnas Arrastra y suelta la tarjeta del lead a la columna deseada. El cambio de estado se guarda automáticamente. #### 5.4. Editar / Eliminar lead * **Editar**: haz clic en el icono del lápiz en la esquina superior derecha de la tarjeta. * **Eliminar**: haz clic en el icono de la papelera. #### 5.5. Campos del lead | Campo | Descripción | | -------------------- | ---------------------------------------------------------- | | **Nombre** | Nombre del cliente | | **Código OKC** | Código interno (se convierte a mayúsculas automáticamente) | | **Origen** | Cómo llegó el lead (Referido, Portal, RRSS, etc.) | | **Tipo Cliente** | Comprador, Vendedor, Inversor, Arrendatario, Demandante | | **Tipo Inmueble** | Piso, Casa/Chalet, Local, Terreno, etc. | | **Captación** | Si/No — indica si el lead fue captado activamente | | **Fecha Captación** | Fecha de captación (si aplica) | | **Valor Casa** | Valor del inmueble en euros | | **Comisión Agencia** | Porcentaje de comisión de la agencia | | **% Asesor** | Porcentaje de retorno para el asesor | | **Facturación** | Calculada automáticamente (valor × comisión + IVA 21%) | | **Último Contacto** | Fecha del último contacto | | **URL CRM** | Enlace externo al CRM | | **Observaciones** | Notas adicionales | *** ### 6. Llamadas La pestaña **Llamadas** permite registrar el historial de llamadas realizadas. #### 6.1. Registrar llamada 1. Selecciona el **lead** asociado. 2. Introduce la **fecha** y **notas**. 3. Selecciona el **resultado**: * **Seguimiento** * **Primera visita** * **No contesta** * **Perdido** 4. Haz clic en **"Guardar Llamada"**. #### 6.2. Historial Las llamadas se muestran ordenadas por fecha, con el lead asociado, resultado y notas. #### 6.3. Estadísticas * Total de llamadas * Llamadas exitosas (Seguimiento + Primera Visita) * Porcentaje de éxito * Llamadas pérdidas *** ### 7. Acciones Diarias La pestaña **Acciones** permite registrar 10 tipos de acciones diarias con campos numéricos. #### 7.1. Registrar acción 1. Introduce los valores para cada tipo de acción (llamadas, visitas, emails, etc.). 2. Haz clic en **"Guardar Acción"**. #### 7.2. Vista semanal Las acciones se agrupan por semanas con subtotales semanales y total general. *** ### 8. Soporte (Tickets) La pestaña **Soporte** permite contactar con el administrador mediante un sistema de tickets. #### 8.1. Crear un ticket 1. Haz clic en **"Nuevo Ticket"**. 2. Escribe un **asunto** y un **mensaje** describiendo tu consulta o incidencia. 3. Haz clic en **"Enviar"**. #### 8.2. Responder a un ticket 1. Haz clic en el ticket de la lista. 2. Escribe tu respuesta en el campo de texto. 3. Haz clic en **"Responder"**. #### 8.3. Estados del ticket | Estado | Descripción | | --------------- | -------------------------------------------- | | **Abierto** | Ticket recién creado, pendiente de respuesta | | **En Progreso** | El administrador ha respondido | | **Cerrado** | Ticket resuelto y cerrado | #### 8.4. Para administradores * Ven todos los tickets de todos los usuarios. * Pueden cambiar el estado del ticket (En Progreso, Cerrar). * Pueden crear tickets asignados a un usuario específico. *** ### 9. Administración de Usuarios Solo visible para usuarios con **rol de administrador**. #### 9.1. Gestión de usuarios * Tabla con todos los usuarios registrados. * Muestra: nombre, email, usuario, rol, estado, leads, vendidos, llamadas, acciones y fecha de registro. #### 9.2. Activar / Desactivar usuario Haz clic en el badge de estado (Activo/Inactivo) para cambiar el estado. O usa el botón **"Activar"** en la fila del usuario. #### 9.3. Editar usuario Haz clic en el icono del lápiz para modificar: nombre, email, usuario, rol, estado y contraseña. #### 9.4. Crear usuario Haz clic en **"Nuevo Usuario"** para crear un usuario directamente desde el panel. #### 9.5. Eliminar usuario Haz clic en el icono de la papelera. Si te eliminas a ti mismo, se cerrará tu sesión. *** ### 10. Mi Perfil Haz clic en el icono de engranaje ⚙️ en la esquina superior derecha. #### 10.1. Cambiar datos personales Puedes modificar tu **nombre**, **correo electrónico** y **nombre de usuario**. #### 10.2. Cambiar contraseña Introduce tu **contraseña actual** y la **nueva contraseña** (dos veces para confirmar). > Nota: cualquier cambio requiere introducir tu contraseña actual. *** ### 11. Exportar a PDF Desde el Dashboard, haz clic en **"Exportar PDF"** para generar un documento con: * KPIs y estadísticas * Gráficos de llamadas y acciones * Tablas de leads por estado/origen * Valor total de cartera El PDF se descargará automáticamente. *** ### Consejos rápidos * 🖱️ **Arrastra y suelta** los leads entre columnas del Kanban. * 🔍 **Filtra el dashboard** por mes, trimestre o año para ver datos concretos. * 📧 **Regístrate** y espera la activación del administrador. * 🎫 **Usa los tickets** de soporte para cualquier duda o incidencia. * 📊 **Exporta el dashboard** a PDF para informes.