Base

Get to know the basics around using Base and get help with more advanced features

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72 articles in this collection
Written by Adriaan, Annali, and Mari
Listings

Listing view reports

More about listing views in Base
Adriaan avatar
Written by Adriaan
Updated over a week ago

How to add a new property listing

Learn how to add a new property listing with these easy steps
Annali avatar
Written by Annali
Updated over a week ago

An overview of listing syndication to portals and your own website

How Base processes your listing to external portals and your own website
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Written by Adriaan
Updated over a week ago

Listing reports overview

How to filter and run property listing reports including stock reports
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Written by Adriaan
Updated over a week ago

How to use the interactive listing map tool

This is a great way to get a visual presentation of the location of certain listings
Annali avatar
Written by Annali
Updated over a week ago

Timeline view and pinning notes

How to add and pin notes on contacts and listings
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Written by Annali
Updated over a week ago

How to configure and use listing tags

Listing tags is a very useful feature to help categorize your properties and even making it a searchable feature on your website
Adriaan avatar
Written by Adriaan
Updated over a week ago

How to add documents to your listings

A guide on documents and how to add them to your listings
Annali avatar
Written by Annali
Updated over a week ago

Customize notification alerts for property mandates

Base users can customize notification alerts for property mandates.
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Written by Annali
Updated over a week ago

How to list a property on auction with date and venue

A guide on how to add an auction property with auction date and venue
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Written by Annali
Updated over a week ago

How to use the photo zoom function on Base

How to use Base's zoom controls to show more photos on your screen
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Written by Annali
Updated over a week ago

How to add multiple agents to a single property listing

To add more agents to a listing you will need to follow these steps
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Written by Annali
Updated over a week ago

How to re-assign a lead to another user or agent within your office

A guide on how to re-assign leads
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Written by Annali
Updated over a week ago

Add external files, virtual tours, and video tours to your listing

Base allows you to add external files and links to property listings - like relevant websites, youtube videos, or virtual tours.
Annali avatar
Written by Annali
Updated over a week ago

How to generate and print property brochures

A guide on how to generate and print a listing's brochure
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Written by Annali
Updated over a week ago

How to use the auto-commissions calculator

Use the auto-commissions calculator on your listings
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Written by Annali
Updated over a week ago

How to apply filters to the listings landing page and reports

A step by step guide on how to apply filters to the listings landing page and reports
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Written by Annali
Updated over a week ago

How to edit a listing

How to make changes to your listing using the Base dashboard
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Written by Annali
Updated over a week ago

How to add photo descriptions to images

Use descriptions to enhance your property listings
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Written by Annali
Updated over a week ago

Listing calendar overview

How to use the calendars on your listings
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Written by Adriaan
Updated over a week ago

Saving and accessing listing drafts

How to safe listings as a draft and then open it up again later
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Written by Adriaan
Updated over a week ago

How do I add photos to a listing?

Steps and FAQ in adding photos to property listings
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Written by Adriaan
Updated over a week ago

How to add an on show date to your listing

A quick guide on how to add on show dates to your listings
Annali avatar
Written by Annali
Updated over a week ago

How to change the listing agent

A step by step guide on how to change the agent on a particular listing
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Written by Annali
Updated over a week ago
Setup

How to enable Private Property listing views

How to enable the automatic import of Private Property listing views
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Written by Adriaan
Updated over a week ago

Configure listing and contact access between individual users

A great way to provide access to team member listings and contacts between individual users
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Written by Adriaan
Updated over a week ago

How to add users to your Base account

A guide for office administrators to create profiles for new users on the Base system.
Mari avatar
Written by Mari
Updated over a week ago

Customisation your activity tracking through diary actions

An overview of setting up diary actions that users can use to track activities on calendars
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Written by Adriaan
Updated over a week ago

How to create extra description fields with custom listing tags

A guide on how to create custom description fields, each with their own set of tags
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Written by Annali
Updated over a week ago

Zapier integration overview

Automate your Base data including listings and contacts with the Zapier integration
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Written by Adriaan
Updated over a week ago

Configure email integration

Configure your email account in Base for automatic lead imports and more
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Written by Adriaan
Updated over a week ago

How to configure individual portal access for agents

Find out how to control to which portals specific agents can list
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Written by Annali
Updated over a week ago

How to use the 2-Way SMS Feature

How to use the 2-way SMS feature, costs and how to purchase credits
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Written by Annali
Updated over a week ago

How to create Base API keys

A guide on the Base API, how to create keys and give developers access to your data
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Written by Annali
Updated over a week ago

How to update your public profile

Update your biography, credentials and contact details on websites
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Written by Adriaan
Updated over a week ago

How to change your agency logo

A step by step guide on how to change your agency logo on your Base account
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Written by Annali
Updated over a week ago

How to select a colour theme for Base

Change the look and feel of your Base Dashboard with themed colours
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Written by Annali
Updated over a week ago

Keeping your Base account safe

Tips for keeping your Base user account safe
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Written by Adriaan
Updated over a week ago

What to do when you forgot your Base password

Steps to follow if you have forgotten your password to your Base account
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Written by Annali
Updated over a week ago

How to choose a role for a user on Base

What are the different roles a user can choose on Base and how to change the roles.
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Written by Annali
Updated over a week ago

How to customize your office contact type tags

A step by step guide on how to customize your office contact type tags to suit your needs
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Written by Annali
Updated over a week ago

How to remove users From Base

A step by step guide on how to remove users from an office Base account
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Written by Annali
Updated over a week ago

How to update your profile photo

A guide to updating profile photos
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Written by Annali
Updated over a week ago