Getting Started with Property Tables

During the class, we’ll review the following:

• Properties Tab Overview
• Filters and Table Columns
• Tables & Segments Best Practices
• Task Batching and Time Blocking
• Agent/Client Portal and Updates
• Triggers Sneak-Peak
• Q&A

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Property Table Recap Video and Bonus Content/Material

00:00 – Property Table Walkthrough

07:40 – Josie’s Team Setup

09:08 – Export Table 

10:00 – Continuation on Property Table Walkthrough

12:55 – Table Shortcuts/Drawers

14:10 – Health bar & Documents button

15:40 – Continuation on Property Table Walkthrough

18:30 – Radio/Stack Field Options

19:40 – Create a new transaction

25:40 – Approve Intake submission and  customize table columns

34:20 – Intake Form Settings

36:20 – Property Table Navigation

40:22 – Coloring System

51:00 – Segments

01:02:40 – Task Batching

01:15:10 – Agent Portal Update

01:23:30 – One Sheet Update

01:34:20 – Email Update

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