Core Features

Homepage

• Homepage Reports & Dashboards

Core Feature Series

• Core Feature: Contact Management
• Core Feature: Create & Manage Companies
• Core Feature: Sending Email with Quicksend
• Core Feature: Inquiry Management
• Core Feature: Listing Management
• Core Feature: Using Reports
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Contacts & Companies

• How to Use Lead Routing
• Using the Contact & Listing Managers
• Using Contact Roles

Matching

• How to Use Matching

Listings & Properties

• Managing Images & Media
• Managing Images & Media: Advanced Features

Offers & Closings

• Closings (Lightning)

Reports & Dashboards

• Enabling Lightning Report Builder

Email

• Mass Email Campaigns (BETA)
• Quicksend Settings
• Updating Your Email Signature
• Email Quicktext Collections
• Setting Up Compliance Emails
• Email Send and Preview Errors
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Activity & Task Management

• Using Tasks

Action Plans

• Using Action Plans
• Configuring Action Plans

Control Center

• Portal Syndication (BETA)
• Setting Default PDF Templates

Mobile

• Propertybase Mobile

Automation

• Workflow Rules