Kaitlyn Koplitz
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Recent activity by Kaitlyn Koplitz Sort by recent activity-
Tips & Tricks, Best Practices: Email Marketing [Next Gen]
Summary Propertybase Support/Development can do very little about why an email is going to SPAM but can recommend the below procedures to reduce emails going directly to SPAM. Guidelines Things to ...
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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...
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Creating a Single Listing Website (Client View) [Next Gen]
Summary To spotlight those really amazing and exclusive listings, clients may look to create a Single Listing Property website. There are steps that both parties must take to complete this process....
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Status Groups [Next Gen]
Summary Custom status groups can be used to keep similar statuses together and provide the ease of associating multiple statuses for clients to search for their property. Step by Step To activate S...
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Email Parsers (Contact Sources) [Next Gen]
Summary An Email Parser is software that is utilized to sift through information received via email. Parsers can be programmed to look for specific information or analyze specific forms coming from...
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Importing an Agent or Agents [Next Gen]
Summary When adding agents, it is also possible to add a majority of the information in bulk. Step by Step admin > inline menu > agents > create dropdown > import 1. Starting on the admin page, ope...
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Homepage Callouts [Next Gen]
Summary Homepage Callouts are great ways to spotlight and offer quick access to pages on your website or outside. Step by Step To ensure that Homepage Callouts are placed on the home page, please c...
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Creating Email Content [Next Gen]
Summary Email content can be created in advance and used later by other representatives. Step by Step admin > email marketing tab > content tab > create button 1. Starting on the admin page, select...
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Creating and Managing Categories [Next Gen]
Summary Categories can be used as a quick method to keep email marketing layouts together for ease of use. Step by Step admin > email marketing > layout tab OR content tab 1. Starting on the admin ...
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Overview of Page Types [Next Gen]
Summary There are multiple page types that can be created in the CMS. Each one can be customized to contain company-specific images, content, and forms. Page Types CMS Page: CMS Pages are custom p...