Quick Start Guide for PropSpace Broker

To help you get started before your training session, we’ve provided the following basic instructions:

Step-by-Step Instructions

1. Initial Setup

Changing Your Password:

1. Log In:

• Go to https://crm.propspace.com/login and log in with your credentials.

2. Access Profile Settings:

• Click on your username in the top right corner and select Update Account Details.

3. Change Password:

• Click on Password and enter the new password.

  

4. Save Changes:

• Click Save User to update your password.

1. Navigate to User Management:

• Go to Admin -> Users.

2. Add New User:

• Click on the + New User button.

3. Enter User Details:

• Fill in the user’s details including name, email, and role.

4. Set Permissions:

• Assign the appropriate permissions based on the user's role.

5. Save User:

• Click Save to create the new user.

Setting Up the System to Your Liking:

1. Customise Watermark:

• Go to Admin -> Profile and scroll down to upload the watermark.

  

• Upload your watermark image and enable the XML Settings > Enable. 
  
  
  

• To define the watermark position on the listing images; System -> Watermark Position 
  
  
  

2. Configure User Permissions:

• Go to Admin -> Users -> Manage Roles.

• Select a role and customise the permissions for different modules and actions.

3. System Settings:

• Go to Admin -> Profile.

• Configure various settings such as email templates, notification preferences, and integrations according to your business needs.

2. Creating and Publishing Properties

Creating a New Listing:

1. Navigate to Listings:

• Select Rental or Sales

2. Add New Listing:

• Click on the Add New Listing button.

3. Fill in Property Details:

• Enter all necessary information such as property type, location, price, and description.

• Upload images and any relevant documents.

4. Save the Listing:

• Click Save to add the listing to your database.

1. Select the Listing:

• Go to the Listings screen and select the listing you want to publish.

2. Choose Portals:

• Select the property portals (e.g., Property Finder, Dubizzle, Bayut) where you want to publish the listing.

3. Publish:

• Select the Published to make the listing live on the selected portals.

Registering Owners:

1. Navigate to Contacts:

• Go to the Contacts section from the main menu.

2. Add New Contact:

• Click on the Add New Contact button.

3. Enter Owner Details:

• Fill in the owner’s details including name, contact information, and any relevant notes.

4. Save Contact:

• Click Save to register the owner in the system.

Registering Leads:

1. Navigate to Leads:

• Go to the Work section and select Leads.

2. Add New Lead:

• Click on the Add New Lead button.

3. Enter Lead Information:

• Fill in the lead’s details such as name, contact information, and property preferences.

4. Assign Lead:

• Assign the lead to an agent if necessary.

5. Save Lead:

• Click Save to add the lead to your database.

4. Basic Navigation of PropSpace Interface

Dashboard:

• The dashboard is your home screen where you can get an overview of your activities, tasks, and important metrics.

Main Menu:

• Work: Access your leads, listings, and tasks.

• Contacts: Manage your contacts, including owners and leads.

• Calendar: Schedule and view your appointments and tasks.

• Reports: Generate and view various reports.

• Admin: Customise your PropSpace experience and manage user permissions.

Using the Search Bar:

• Quickly search for listings, leads, or contacts by typing keywords in the search bar at the top of the screen.

Help Center:

• Access the Help Center for tutorials, FAQs, and support.