Advanced Listing Features

Advanced Listing Features

Advanced Listing Features

How to Utilise Advanced Features like Board View and Cross-Sell Partners in Listing Management:

  • Using Board View for Listings:

    1. Access the 'Listings' section and switch to 'Board View'.

    2. Organise listings by different stages such as new, pending, active, and sold.

    3. Drag and drop listings between columns to update their status quickly.

  • Managing Cross-Sell Partners:

    1. Go to 'Admin' and select 'Cross-Sell Partners'.

    2. Add new partners by providing their details and specifying the services they offer.

    3. Link these partners to relevant listings to facilitate referrals and services that may be required by clients.

Why This Matters: Leveraging advanced features like the Board View helps agents track the progress of each listing through different stages of the sales process, ensuring no opportunities are missed. Cross-Sell Partners enhance the service offering to clients, potentially speeding up transactions and improving client satisfaction.

Tags: Advanced Listing Features, Board View, Cross-Sell Partners, Listing Management, Real Estate CRM, Service Offering, Sales Process, User Guide, Client Satisfaction, Transaction Efficiency


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