Propertybase GO Next Gen
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Training Videos - Next Gen
- Overview: Meet your new Website + CRM!
- Overview: Quick Tour of the Admin Dashboard
- The CRM - Contact database
- The CRM - Import your contacts
- The CRM - Why you should keep your database clean & organized
- The CRM - Relationship Development
Contacts
- How to Favorite Your Contacts
- How to Customize Contact Header Columns
- Follow Up Task [Next Gen]
- Community Contacts [Next Gen]
- Sorting Contacts, Content, and More! [Next Gen]
- Lead (Contact) Modal Capture [Next Gen]
Email Marketing
- Smart Lists
- Emails Going to Spam
- How to Test an Email Campaign [Next Gen]
- Texting Regulations
- Texting Features in CRM GO Next Gen [Next Gen]
- Email Marketing in Next Generation
Listings
- Propertybase MLS Towns [Next Gen]
- How to access existing Boost campaigns after PBGO Integration [Next Gen]
- Homespotter Boost Ad Dashboard [Next Gen]
- Dedicated Property Pages
- Property Advanced Search, Front and Backend [Next Gen]
- Viewing Saved Searches [Next Gen]
Dashboards
- Reports - Dashboard View [Next Gen]
- Overview of Quick Actions [Next Gen]
- Creating and Deleting a Bookmark [Next Gen]
- Messages - Advanced Search and Filtering [Next Gen]
- Active Transactions [Next Gen]
- Dashboard - Marketplace [Next Gen]
Roster Management
- Agent Adoption [Next Gen]
- Adding Agent & Office MLS ID / Controlling Featured Properties [Next Gen]
- Importing an Agent or Agents [Next Gen]
- Roster Management - Advanced Search and Filtering [Next Gen]
- Creating an Office [Next Gen]
- Deactivating or Reactivating and Agent [Next Gen]
Tasks & Events
- Google Integration: Syncing your Google Calendar [Next Gen]
- Task - Advanced Search and Filtering [Next Gen]
- Events - Advanced Search and Filtering [Next Gen]
- Updating a Task [Next Gen]
- Task and Event Calendar View Article [Next Gen]
- Assignment and Reassignment of a Task [Next Gen]
Website
- How to Validate Your Business Identity for Sending SMS Messages
- Website Builder Homepage Designs [Next Gen]
- How to Verify Email Sender [Next Gen]
- Updating Sender Email Domains
- Agent Site Creation
- CTA (Call to Action) Banners
Notifications
Tools
Transactions
- How to Add Multiple Contacts When Creating a New Transaction
- How to Customize Transaction Header Columns
- How to Create a zipForm Transaction in PBGO
- How to Create a TransactionDesk Transaction in PBGO
- How a Broker or Admin Selects a Transaction Solution in PBGO
- How an Agent Connects PBGO with zipForm