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Kaitlyn Koplitz

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  • How to Favorite Your Contacts

    Mark your contacts as Favorites by clicking the star next to their name on the Contact Index page. Your favorite contacts will move to the top of the contact index page in alphabetical order. Unch...

  • How to Customize Contact Header Columns

    Would you like to be able to customize your contact header columns into a view that works for you? Contacts tab Click on the Cog Check the fields that you want to appear in the header row N...

  • 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...

  • 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...

  • Google Analytics 4 [Next Gen]

    Before you get started, you will need to log into your Google Analytics and migrate to GA4. How to Change from Universal Analytics to Google Analytics: Click for Google Support Article Once th...

  • 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...

  • Community Contacts [Next Gen]

    Community Contacts Release on July 25, 2022 Community Contacts in PBGO In PBGO we added the ability for the Brokerage to create Community Contacts that can be shared with everyone in their organiza...

  • 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...

  • How to access existing Boost campaigns after PBGO Integration [Next Gen]

    How to access existing Boost campaigns after PBGO integration Boost and Propertybase GO have gone through an integration to give every PBGO customer a custom dashboard. Unfortunately, this means th...

  • Homespotter Boost Ad Dashboard [Next Gen]

    Boost Ad Dashboard Release on July 20, 2022   Creating Boost Listing Ads and Agent Ads from PBGO Brokers, Admin and Agents can purchase their digital marketing through Propertybase GO with multiple...