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  1. Propertybase Salesforce
  2. Training Video
  3. Onboarding Videos

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Onboarding Videos

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Review all Onboarding Videos, a great plus for new agents or a great refresher!

  • Logging in to Propertybase
  • Homepage Overview
  • User Setup
  • User Personas
  • Propertybase Services
  • Agent Login: First Time
  • Task Management
  • Edit User Profile
  • Creating a Contact
  • Contact Overview
  • Importing Contacts
  • List Views
  • Action Plans
  • QuickSend
  • QuickTexts
  • QuickText Verification
  • Recurring Emails
  • Drip Campaigns
  • Marketing Lists
  • Mass Email Template Editor
  • Submitting a Support Ticket
  • Update Process

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