You can access the "Properties" section from the main dashboard's left menu-bar.



You will then be taken to the properties landing page. The left-hand menu will allow you to either add properties with the plus sign icon, search for specific property criteria by using the magnifying glass icon, or you can choose page options by clicking on the bar graph icon. 


There are also tabs across the top of the page that allow you to toggle between agent listings, agent solds, company listings, and company solds.



To add a property, you will click on the plus sign icon, fill out the information on the property, and then you will click the "create" button to add the property.



You can also view specific details on a property by clicking on the individual property listing. You can use the left-hand side menu to view more details on the property by clicking on the bar graph icon, by clicking on the connected dot icon to share the property on social media, the bracket icon for the source code, or the three dot icon to hide property images or property itself.



The top tabs allow you to toggle between more details on the property, most notably the information from the MLS. You can also use the tabs across the bottom of the page to access notes on the property, recent transactions related to the property, and the agent associated to the property.



 



Another ability you have with properties is creating saved searches and market updates. You will first click on the magnifying glass on the left-hand side menu. Next, you will enter in the criteria that the client is searching for and then hit the "apply" button. 


Once you have applied the search criteria, the system will then search through the MLS data to pull the specific properties that fit the search criteria. A paper airplane icon will then appear at the top of the screen next to "properties."



After you have clicked the paper airplane icon, you will then be prompted to add the contact(s) that will be receiving the saved search or market update, the subject of the email, and the ability to check the box for a saved search, market update, or even both.




Once you have created the saved search or market update you can then access the menu to change these emails criteria and frequency by going to "contacts" under the main left-hand menu and then clicking on the contact(s) that have the saved search or market update associated with them. Saved searches will be sent out the following morning, and market updates will be sent out on the 1st of the month.


Then you will click on the monitor with the star icon to access the market update and saved search section. You can then use the plus sign icon to change the criteria of the saved search or market update, as well as use the toggle button that appears after you have created the search in order to turn the emails off or on.