Core Features

Homepage

• Homepage Reports & Dashboards

Contacts & Companies

• Using the Contact & Listing Manager (BETA)
• Using Contact Roles
• Contacts (Lightning)
• Create & Manage Companies (Lightning)

Inquiries

• Inquiries (Lightning)

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
• Reports & Dashboards (Lightning)

Email

• Sending Email with Quicksend
• Quicksend Settings
• Updating Your Email Signature
• Email Quicktext Collections
• Setting Up Compliance Emails
• Email Send and Preview Errors
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Activity

• Using Tasks

Action Plans

• Configuring Action Plans
• Using Action Plans

Control Center

• Setting Default PDF Templates

Mobile

• Salesforce1 & Propertybase

Automation

• Workflow Rules