Avatar

Kaitlyn Koplitz

  • Total activity 283
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 165

Articles

Recent activity by Kaitlyn Koplitz Sort by recent activity Recent activity Votes
  • Updating Sender Email Domains

    Summary We want to make sure that your clients get their emails and other marketing. The best way to accomplish this would be by updating your Sender Email Domains. We have set up a new in-site sel...

  • Follow Up Task [Next Gen]

    Summary: Follow Up Tasks are automatic items that are assigned to Agents and Brokers with a default delay of 24 hours. These can be turned off or the time frame adjusted. Step by Step: admin > inli...

  • Email Marketing in Next Generation

    Summary Email marketing in Propertybase GO CRM has never been easier! We have set up two different configurations, Drip and Email Blast, to ensure that your clients will get the message. Major Emai...

  • How to Verify Email Sender [Next Gen]

    Purpose: If your email address does not match your company domain, then you will need to verify your email address so that your emails will be sent from your email address. Otherwise, your emails w...

  • Propertybase MLS [Next Gen]

    Summary Propertybase MLS allows you to enter listings into the website that have not been entered into the MLS in their area. It also allows customers in areas without an MLS to leverage the powerf...

  • Propertybase MLS Towns [Next Gen]

    Summary When setting up PB MLS listings, one major component that needs to be completed is Propertybase MLS Towns Step by Step admin > inline menu > settings > search locations > Propertybase MLS T...

  • How to Sync Google Contacts [Next Gen]

    Summary Syncing Google contacts is a great way to ensure that all of your clients are easily accessible in one place. By making everything connected, it's easier to send out things like email campa...

  • Google Analytics 4 [Next Gen]

    Before you get started, you will need to log into your Google Analytics and migrate to GA4. Google Support Doc: https://support.google.com/analytics/answer/9539598?hl=en Once that is completed, l...

  • Google Integration: Syncing your Google Calendar [Next Gen]

    Summary The CRM offers the capability of syncing Agent calendars with Google. This enables brokers to hold their agents more accountable and ultimately make the CRM a more valuable tool by associat...

  • Emails Going to Spam

    Is your email going to Spam or are emails not being sent at all?   Often this is due to incorrect or missing DKIM and SPF Records within your DNS settings. Please follow the steps below. The Custom...