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Base
Base
Get to know the basics around using Base and get help with more advanced features
73 articles in this collection
Written by
Adriaan,
Annali,
and
Mari
Base quick start guide - for agents
A quick start reference guide to Base for standard users
Written by
Adriaan
Updated over a week ago
Base quick start guide - for administrators
A quick start reference guide to Base for office administrators
Written by
Adriaan
Updated over a week ago
Dashboard & General
Base dashboard and navigation introduction
Finding your way around Base on any device
Written by
Adriaan
Updated over a week ago
General calendar overview
An overview of using calendar functionality in Base
Written by
Adriaan
Updated over a week ago
Audit trails overview
Base keeps detailed audit trail reports of your real estate data
Written by
Adriaan
Updated over a week ago
Base meeting room
Hop into a quick video call with your co-workers
Written by
Adriaan
Updated over a week ago
Using the office notice board
See how the notice board simplifies company announcements
Written by
Adriaan
Updated over a week ago
Favourites overview
How to use favourites inside Base to quickly access your favourite listings, contacts or documents
Written by
Adriaan
Updated over a week ago
Listings
Listing view reports
More about listing views in Base
Written by
Adriaan
Updated over a week ago
How a listing mandate expiry works
Base checks when listings are about to expire and will perform certain actions
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
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
Written by
Adriaan
Updated this week
Listing reports overview
How to filter and run property listing reports including stock reports
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
Written by
Annali
Updated over a week ago
Timeline view and pinning notes
How to add and pin notes on contacts and listings
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
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
Written by
Annali
Updated over a week ago
Customize notification alerts for property mandates
Base users can customize notification alerts for property mandates.
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
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
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
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
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.
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
Written by
Annali
Updated over a week ago
How to use the auto-commissions calculator
Use the auto-commissions calculator on your listings
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
Written by
Annali
Updated over a week ago
How to edit a listing
How to make changes to your listing using the Base dashboard
Written by
Annali
Updated over a week ago
How to add photo descriptions to images
Use descriptions to enhance your property listings
Written by
Annali
Updated over a week ago
Listing calendar overview
How to use the calendars on your listings
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
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
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
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
Written by
Annali
Updated over a week ago
Contacts
How to add a new contact to my database
A quick guide on how to add a new contact
Written by
Annali
Updated over a week ago
How to categorise your personal contacts
Base contact type tags gives you flexibility to categorise your contacts in multiple ways
Written by
Adriaan
Updated over a week ago
Adding a contact to a property listing
If you need to add a contact to an existing listing, follow these easy steps
Written by
Annali
Updated over a week ago
What is the difference between private and shared contacts?
Contacts in Base can either be kept private or shared with the office
Written by
Adriaan
Updated over a week ago
Capturing buyer requirements and running matching reports
An overview of how to keep track of your buyer requirements in Base and running listing and buyer matching reports
Written by
Adriaan
Updated over a week ago
Automated leads import from property portals
Learn how Base can automatically import contact leads from external property portals
Written by
Adriaan
Updated over a week ago
Contact calendar overview
How to use calendars on your contacts
Written by
Adriaan
Updated over a week ago
How to check the last activity date on a contact
How to find out when the last activity was on a specific contact
Written by
Annali
Updated over a week ago
Library
How to add documents and files to your library
How to add documents and files to your library for office and personal use
Written by
Annali
Updated over a week ago
Different library access levels and how they are used
Find out what personal, office and group filters means and how to use them in your library
Written by
Annali
Updated over a week ago
How to create custom tags for news articles
Find out how to create custom tags for your next news article
Written by
Annali
Updated over a week ago
How to add news to your website using Base
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
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
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.
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
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
Written by
Annali
Updated over a week ago
Zapier integration overview
Automate your Base data including listings and contacts with the Zapier integration
Written by
Adriaan
Updated over a week ago
Configure email integration
Configure your email account in Base for automatic lead imports and more
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
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
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
Written by
Annali
Updated over a week ago
How to update your public profile
Update your biography, credentials and contact details on websites
Written by
Adriaan
Updated this week
How to change your agency logo
A step by step guide on how to change your agency logo on your Base account
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
Written by
Annali
Updated over a week ago
Keeping your Base account safe
Tips for keeping your Base user account safe
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
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.
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
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
Written by
Annali
Updated over a week ago
How to update your profile photo
A guide to updating profile photos
Written by
Annali
Updated over a week ago
FAQ
What are the Base file size, listing and photo limits
Learn about property listing and photo limits in Base
Written by
Adriaan
Updated over a week ago
How do I add calendar reminders to contacts or listings?
See how you can set future reminders on listing mandates or contacts
Written by
Adriaan
Updated over a week ago
How do I pin notes to a contact or listing mandate?
Learn how to add visible notes that display prominently on listings or contacts as soon as you open them up
Written by
Adriaan
Updated over a week ago
Importing your data from external service providers
Switching to Entegral? Understand what we can import, the process we follow and common issues
Written by
Adriaan
Updated over a week ago
How to update a listing status
Make to change the status to inactive, sold, under offer, etc.
Written by
Adriaan
Updated over a week ago
Can I add multiple contact numbers to my property listing or profile?
Can you add multiple telephone numbers or email addresses on property listings or profiles?
Written by
Adriaan
Updated over a week ago
Resolving common listing syndication errors
How to handle common property listing syndication errors in Base
Written by
Adriaan
Updated over a week ago
Can I build custom property brochures?
Although Base provides a selection of template brochures, you can also develop your own
Written by
Adriaan
Updated over a week ago
Can general Flex website enquiries go to several users at once?
Written by
Adriaan
Updated over a week ago