Welcome to the Propertybase Help Pages!
Discover a collection of articles and videos tailored to guide you through your Propertybase journey.
Ready for a more hands-on approach in setting up features or giving your Propertybase a personal touch? Look no further – Roundrock has your back. Check out our Managed Support packages. Just drop an email to sales@roundrock.com.au to get all the details.
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Getting Started
Understand Propertybase structure
- Getting started series: the homepage
- Getting started series: manage contacts
- Getting started series: manage enquiries
- Getting started series: manage activity
- Getting started series: use Quicksend to send email
- Getting started series: match inquiries to listings
- Getting started series: create linked listings
Understanding Propertybase Data Structure
Company — Contact — Enquiry
- Main Object Structure
- Individual clients vs company contacts
- Change contact record types
- Listing and property relationship There is a sync happening between Listings and Properties
- Property —→ Listing —→ Offer
Basic Configuration
Creating custom fields, modifying pages, and creating custom views
Setting up New Users and Profiles
Setting up New Users
- Add User (don’t forget step #2)
- Deactivate User (don’t forget step #2)
- Login Issues
- New User Video Instructions
Data Permissions & Security
Creating a Contact, Enquiry and Task
Activity Management
Calendar events, tasks and action plans
Email Marketing:
Sending emails, preparing templates and email campaigns
Mass Email Campaigns
Email Marketing
Automation: How to automate Actions
Flows
Sales Rotations
Validation Rules
Expired Automation Processes (can only update existing)
Data Migration, Importing and Management
Data Imports
Deleting
Integrations
Einstein Activity Capture
Portal Integration
Setup of supported portals to market listings
Webservices
Website
Front Desk
Import Leads from Contact Forms
Import Leads from Real Estate Portals
Mobile Help
Frequently Asked Questions
Helpful Tools
Access
Error Messages
Training and Support
Videos