Propertybase makes matching inquiry data to available listing inventory a breeze. The listing matching algorithm takes a wide range of inquiry data and matches it to available listing inventory. This feature also provides robust filtering options to help narrow your search and find the perfect property.
Before we can generate a series of listings, we need inquiry data. As we learned in the Managing Contacts article, the Inquiries object is a related object available on all Contact records.
To get started, open any Contact record that has a related Inquiry and click the Matching tab.
Note: You can see if a Contact has a related Inquiry by opening the Contact record, clicking the Related tab and looking under Inquiries.
There are many filtering options available on the Matching screen - all designed to narrow the search and help you find the perfect listing. You can also add or remove filters using the icons to the right.
You can access filtering options by clicking the filter icon in the top right corner of the Matching section.
Beyond filtering, you can also search for listings, email selected listings (Send), create linked listings and create events or tasks based on selected listings. You can also toggle from list view to map view from this menu.
This is Part 4 of 11 in our Getting Started with Propertybase series. We recommend you continue to follow along, in order, as we walk through the entire Propertybase process, from lead to close.
Getting Started with Propertybase: Table of Contents
Next Up: Creating Linked Listings
Once you've used Matching in Propertybase to find potential listings, it's time to turn those into Linked Listings.