Core Features

Core Feature Series

• User Image Upload
• Using Teams and Offices
• Core Feature: Contact Management
• Core Feature: Create & Manage Companies
• Core Feature: Send Email with Quicksend
• Core Feature: Inquiry Management
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Email

• Moving Unmanaged Custom Fields to Managed Custom Fields
• Using Drip Campaigns
• Dashboard Components
• Google Sync
• Using Transactions
• Recurring Emails: Birthdays, Anniversaries and More
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Contacts & Companies

• Propertybase Score
• How to Use Lead Routing
• Using the Contact Manager
• Using Contact Roles

Homepage

• Add Reports & Dashboards to Home Page

Matching

• How to Use Matching

Listings & Properties

• Using the Listing Manager
• Managing Images & Media
• Managing Images & Media: Advanced Features

Offers & Closings

• Closings (Lightning)

Reports & Dashboards

• How to Enable Lightning Report Builder

Activity & Task Management

• Using Tasks

Action Plans

• Using Action Plans
• How to Configure Action Plans

Control Center

• Generic Portal Mapping
• Portal Syndication
• Setting Default PDF Templates

Mobile

• Propertybase Mobile

Automation

• Process Builder: Send Alerts or Change Record Status if there has been no Activity in a while
• Validation Example Rules
• Workflow Rules