Kaitlyn Koplitz
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Activity overview
Latest activity by Kaitlyn Koplitz-
Kaitlyn Koplitz created an article,
Agent Site Creation
Getting an agent started on your site is now easier than ever! We have streamlined the process so that you can now create and delete your agent's sites in a snap. Step by Step Creating a New Agent ...
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Kaitlyn Koplitz created an article,
Smart Lists
Summary Your Propertybase GO CRM can help you create and curate your lists in addition to manually loading contacts directly. How it Works: admin > marketing tab > list > create list > check Smar...
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Kaitlyn Koplitz created an article,
CTA (Call to Action) Banners
How to Create CTA Banners Brokerages will now have the ability to create CTA sticky banner with multiple designs options and various website placement. Having this additional marketing tool will al...
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Kaitlyn Koplitz created an article,
What's Your Home Worth? Home Valuation Tool
Summary: Want to drive clients to your site? A great way to do so is via our Home Valuation tool which will not only allow prospective sellers to get an idea about their home value but also lock in...
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Kaitlyn Koplitz created an article,
How to Validate Your Business Identity for Sending SMS Messages
SMS Carriers now require businesses to validate their identity to send SMS through applications like a CRM. Propertybase will register your business’ traffic on your behalf to ensure uninterrupted...
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Kaitlyn Koplitz created an article,
Website Builder Homepage Designs [Next Gen]
Website Builder Homepage Designs Stay ahead of the curve with our cutting-edge designs! For our esteemed Super Theme clients, we have exciting updates in store: get ready for a multitude of new opt...
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Kaitlyn Koplitz created an article,
Benefits of Upgrading from Legacy to NextGen
Upgrading from your Legacy CRM to the NextGen CRM has never been easier. This Free upgrade will greatly improve the way your Brokerage office and Agents utilize the system. NextGen has a more intui...
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Kaitlyn Koplitz created an article,
How to Upgrade from Legacy CRM to NextGen CRM
Upgrading from your Legacy CRM to the NextGen CRM has never been easier. This Free upgrade will greatly improve the way your Brokerage office and Agents utilize the system. NextGen has a more intui...
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Kaitlyn Koplitz created an article,
How to Add Multiple Contacts When Creating a New Transaction
When creating a new TransactionDesk or Zipforms Transaction you can add multiple contacts. Listing tab Search for listing and select Listing Options (dropdown) > New Transaction Select Transact...
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Kaitlyn Koplitz created an article,
How to Customize Transaction Header Columns
Would you like to be able to customize your transaction header columns into a view that works for you? Transaction tab Click on the Cog Check the fields that you want to appear in the header r...