Adding a New Property Listing in the CRM
Create a property listing in the CRM with this 12-step guide, set price, location, geocode, link projects, and upload photos efficiently for accurate, professional listings.
Step 1: To add a new property, a number of fields must be completed. Click [Add] to create a new property.
Step 2: The fields carrying an asterisk (*) are mandatory and must be completed:
- Property Name
- Property Type
Step 3: Each property type includes a different set of fields which is why it is mandatory to be completed.
Step 4: Select the appropriate property type from the dropdown menu.
Step 5: This field presents the Projects you have created in the CRM and by selecting one, the individual property is linked to the project.
Step 6: Fill in the remaining property details as needed.
Step 7: The Price Qualifier field defines whether the price is visible or not on the website:
- Fixed Price: presents the price on the website
- Price On Application (POA): does not present the price on the website but shows POA
Step 8: The Geocode Type defines how the property location is presented on the website and integrations:
- Exact: presents the exact location
- Offset: presents the location in a radius
- Hidden: does not present the location
Step 9: One of the most important steps when creating a property is to add the location.
Step 10: Please feel free to type the street or the area of the property in the Map Search Engine and select the most suitable from the dropdown.
Step 11: When selecting the location from the Map Search Engine, the respective fields are completed automatically.
Step 12: Please refer to the How To Guide: Photos Uploading & Reordering for instructions on adding property photos.
- Guide URL: https://qobrix.com/hc/how-to/photos-uploading-reordering
