Core Feature Series

• User Image Upload
• Core Feature: Contact Management
• Core Feature: Create & Manage Companies
• Core Feature: Send Email with Quicksend
• Core Feature: Inquiry Management
• Core Feature: Listing Management

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Email

• Propertybase SF Leads
• Dashboard Components
• Using Transactions
• Recurring Emails: Birthdays, Anniversaries and More
• Activating Propertybase Services
• Mass Email Campaigns

See all 16 articles

Contacts & Companies

• Propertybase Score
• How to Use Lead Routing
• Using the Contact Manager
• Using Contact Roles
• Individual Clients vs Company Contacts

Homepage

• Add Reports & Dashboards to Home Page

Matching

• Capture Client Feedback on Listing and Inquiry Matching
• How to Use Matching

Listings & Properties

• Add a Property Owner When Creating a Listing
• Link and Automatically Update the Size & Sq./Ft. fields on a Listing
• Using the Listing Manager
• Managing Images & Media
• Managing Images & Media: Advanced Features
• Changing available tags for images

Offers & Closings

• Closings (Lightning)

Reports & Dashboards

• Propertybase Reports and Dashboards Package
• How to Enable Lightning Report Builder

Activity & Task Management

• Adding a Related Object's Information on a Task's View
• Using Tasks

Action Plans

• Using Action Plans
• How to Configure Action Plans

Control Center

• Hide the Email Template Editor from the Marketing Center
• Hide the Control Center Within the Marketing Center
• Moving Unmanaged Custom Fields to Managed Custom Fields
• Portal Syndication
• Setting Default PDF Templates

Mobile

• Propertybase Mobile

Automation

• Example Flow: Set Listing Agent Fields based on Listing Owner (basic)
• Process Builder: Send Alerts or Change Record Status if there has been no Activity in a while
• Validation Example Rules
• Workflow Rules