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  1. Propertybase Salesforce
  2. Configurations

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Configurations

As new features are regularly added to Propertybase configurations are needed to keep existing accounts up-to-date.

Depreciated Functionality

  • Deprecated Map Functionality

Homepage

  • Propertybase Login Box
  • How to Add Dashboards to Propertybase Mobile App
  • Add Company Performance Dashboard to the Home Page

Contacts & Companies

  • Automatically Relate Partner Contacts
  • Set contact and inquiry owner based on the linked listing's agent
  • Checking for Duplicates on Company Records
  • Adding Quick Links to Contact Record Page
  • Add a Path Component to the Contact Record Page
  • Tracking Conversion Times with Contact Stages

Listings & Properties

  • Adding the Listing Media Gallery
  • Matching Configuration - Version older than 1.491

Action Plans

  • How to Automate Action Plans using Process Builder

Email

  • Individual Statistics & Email Events (1.564)
  • Setting Up Email Notifications for New Tasks
  • Configuring Drip Campaigns
  • How to Configure Sending Emails from Mobile Phone
  • Activating Email Automation in Propertybase
  • Configuring Email Automation in Propertybase

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