Administration | Estatebud

Watermark protection

The watermark is a security feature that serves to protect your images from being copied by a third party. A preview of your current watermark configuration is visible under the “Preview” section. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Watermark. Enabling watermark protection Your company’s name is set on your images by default. You can customize your watermark by uploading your logo. Select your watermark’s desired position and level of opacity (lower means less visible; higher means more visible). The preview section should update accordingly and show you the current configuration. Disabling watermark protection Disable the watermark protection by selecting None in the position dropdown menu. In this case, no watermark will be visible on your images. Note: Changes to your watermark configuration will apply to all properties. If you have photos that have already been watermarked by the system, it may take several days for the changes to propagate but, any new properties will immediately receive the latest watermark configuration.

Last updated on Apr 20, 2023

Property labels

Property labels allow you to further segment your property data. It’s a great way to organize, filter and optionally use as a marketing insentive on your website*. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Labels. Creating a property label Click on the ➕New button and choose a name as well as a color. If you would like your label to be publicly visible (such as on your website*) make sure to mark it as a public label. Updating a property label Using your mouse, hover above the entry you wish to update and click on it. Deleting a property label Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. * = Requires the feature to be supported by your website.

Last updated on Apr 20, 2023

Property types

A selection of property types are available in the system and can be configured depending on your needs. Changes to the property types apply throughout the system as well as on any website you have connected with the system*. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Types. Activating a property type In order to activate a property type, hover above the entry you wish and click Active. When you are done making changes, click on the 💾Save button. Inactivating a property type In order to inactivate a property type, hover above the entry you wish and click Inactive. When you are done making changes, click on the 💾Save button. Note: Entries that are currently in use (assigned to a record in the system) can not be inactivated. * = Requires the feature to be supported by your website.

Last updated on Apr 20, 2023

Property areas

Property areas determine in which locations properties can be listed by you or other users. Estatebud supports multiple levels of areas, including: Country → region/district → city/town/municipality → locality. The locality level is optional, and should only be used if you need to further segment your properties. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Areas. Adding or removing countries In order to add or remove a country, please send us a message through the live chat or via email to support@estatebud.com for implementation. Creating an area Using your mouse, hover above one of your existing areas to create a new entry. If you would like to create a new region/district, hover above the country and select the ➕ button. Updating an area Using your mouse, hover above the entry you wish to update and click on it. Deleting an area Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. Note that any entries under the entry you delete will also be deleted. Entries that are currently in use (assigned to a record in the system) can not be deleted.

Last updated on Apr 20, 2023

Property keys

Keeping track of keys for each individual property can be challenging. By utilizing the property keys feature key management will become much easier, regardless if keys are spread across different offices or consodlidated to single one. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Keys. Creating a new range of property keys Click on the ➕New button and select the minimum and maximum key numbers you have available, as an example 1 to 10. You may also select a branch if applicable. After that press 💾Save and your keys will be generated. You can now use the generated keys when you edit a property in the system, using the field Key number that will automatically be populated with the available keys. Updating a property key Property keys can not be updated from the administration interface. In order to remove or assign a property to a key slot, you’ll need to go to the property in the system and assign/unassign the key accordingly. Deleting a property label Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. * = Requires the feature to be supported by your website.

Last updated on Apr 20, 2023

Property zones

Zoning is generally applied by authorities and covers predefined geographical areas. By configuring property zones in the system you will be able to have a list of all available zones and assign them to properties with pre-configured values. A property can have multiple zones applied and pre-configured values can be changed per property. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Properties section, click Zones. Creating a new property zone Click on the ➕New button and enter details in all the applicable fields. If you don’t have data for a particular field, you can leave it empty. When you are done press 💾Save. You will now be able to assign the created zone to properties in the system using the Zone field. Updating a property zone Using your mouse, hover above the entry you wish to update and click on it. Deleting a property zone Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button.

Last updated on Apr 20, 2023

Client labels

Client labels allow you to further segment your client data, to keep it organized and easier to manage. Some client labels in the system are managed automatically by the system’s core functionalities. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Clients section, click Labels. Creating a client label Click on the ➕New button and choose a name as well as a color. Updating a client label Using your mouse, hover above the entry you wish to update and click on it. Deleting a client label Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. Note: Client labels managed by the system cannot be deleted or renamed.

Last updated on Apr 20, 2023

Agent labels

Agent labels allow you to further segment your agents data, to keep it organized and easier to manage. Some agent labels in the system are managed automatically by the system’s core functionalities. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Agents section, click Labels. Creating an agent label Click on the ➕New button and choose a name as well as a color. Updating an agent label Using your mouse, hover above the entry you wish to update and click on it. Deleting an agent label Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. Note: Agent labels managed by the system cannot be deleted or renamed.

Last updated on Apr 20, 2023

Pipelines

Pipelines can be configured in the system to organize and assign leads at scale. It’s a great tool to help users prioritize the right tasks, make follow-ups and never leave any client unattended. Even though pipelines are great to handle sales enquiries, they can also be used for other purposes thanks to it’s dynamic configuration options. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Deals section, click Pipelines. Switching between pipelines You can have multiple pipelines configured on your system. Use the dropdown menu on the top right hand side to switch between different pipelines. Creating a new pipeline Click on the ➕New button and enter the name of the pipeline, then press 💾Save. Next you’ll need to create stages within the pipeline, which deals will be divided into. We recommend to have at least three (3) stages per pipeline. You can create a new stage by pressing on the ➕Stage button. Updating a pipeline To make changes to an existing pipeline, ensure you have switched to the pipeline you want to update, then press ✏️Edit. Deleting a pipeline To delete an existing pipeline, ensure you have switched to the pipeline you want to delete, then press 🗑️Delete. If any deals already exist in the pipeline, you will be given an option to have them trashed or moved to a different pipeline.

Last updated on Apr 20, 2023

Lead sources

Lead sources allow you to understand how your potential clients find you and determine which lead sources are the most valuable for you. Users can specify a lead source per client profile and for individual activites (e.g. phone calls). Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Clients section, click Lead Sources. Creating a lead source Click on the ➕New button and choose a name, then press 💾Save. Updating a lead source Using your mouse, hover above the entry you wish to update and click on it. Deleting a lead source Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button.

Last updated on Apr 20, 2023

Lost reasons

Lost Reasons within Deals allows you to gain information about why an opportunity got lost, and in this way use this information to minimize the lost opportunities by improving elements. Your list of predefined lost reasons can be used by users to quickly select why an opportunity was lost, whilst also having the option of providing their own reason as to why an opportunity was lost. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Deals section, click Lost Reasons. Creating a lost reason Click on the ➕New button and choose a name, then press 💾Save. Updating a lost reason Using your mouse, hover above the entry you wish to update and click on it. Deleting a lost reason Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button.

Last updated on Apr 20, 2023

Client labels

Client labels allow you to further segment your client data, to keep it organized and easier to manage. Some client labels in the system are managed automatically by the system’s core functionalities. Open the administration interface The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator. 1. Click on the ⚙️Admin button in the main menu. 2. In the Clients section, click Labels. Creating a client label Click on the ➕New button and choose a name as well as a color. Updating a client label Using your mouse, hover above the entry you wish to update and click on it. Deleting a client label Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button. Note: Client labels managed by the system cannot be deleted or renamed.

Last updated on Feb 09, 2024