Entegral

A quick start reference guide to Base for standard users

Base quick start guide - for agents

A quick start reference guide to Base for office administrators

Base quick start guide - for administrators

Adriaan

Annali

Mari

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

Base

Finding your way around Base on any device

Base dashboard and navigation introduction

An overview of using calendar functionality in Base

General calendar overview

Use the Base virtual assistant and work more efficiently

Using the Base Virtual Assistant (Beta)

Base keeps detailed audit trail reports of your real estate data

Audit trails overview

Hop into a quick video call with your co-workers

Base meeting room

See how the notice board simplifies company announcements

Using the office notice board

How to use favourites inside Base to quickly access your favourite listings, contacts or documents

Favourites overview

Dashboard & General

Listing view reports

Base checks when listings are about to expire and will perform certain actions

How a listing mandate expiry works

Learn how to add a new property listing with these easy steps

How to add a new property listing

How Base processes your listing to external portals and your own website

An overview of listing syndication to portals and your own website

How to filter and run property listing reports including stock reports

Listing reports overview

This is a great way to get a visual presentation of the location of certain listings

How to use the interactive listing map tool

How to add and pin notes on contacts and listings

Timeline view and pinning notes

Listing tags is a very useful feature to help categorize your properties and even making it a searchable feature on your website

How to configure and use listing tags

A guide on documents and how to add them to your listings

How to add documents to your listings

Base users can customize notification alerts for property mandates.

Customize notification alerts for property mandates

A guide on how to add an auction property with auction date and venue

How to list a property on auction with date and venue

How to use Base's zoom controls to show more photos on your screen

How to use the photo zoom function on Base

To add more agents to a listing you will need to follow these steps

How to add multiple agents to a single property listing

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

Base allows you to add external files and links to property listings - like relevant websites, youtube videos, or virtual tours.

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

A guide on how to generate and print a listing's brochure

How to generate and print property brochures

Use the auto-commissions calculator on your listings

How to use the auto-commissions calculator

A step by step guide on how to apply filters to the listings landing page and reports

How to apply filters to the listings landing page and reports

How to make changes to your listing using the Base dashboard

How to edit a listing

Use descriptions to enhance your property listings

How to add photo descriptions to images

How to use the calendars on your listings

Listing calendar overview

How to safe listings as a draft and then open it up again later

Saving and accessing listing drafts

Steps and FAQ in adding photos to property listings

How do I add photos to a listing?

A quick guide on how to add on show dates to your listings

How to add an on show date to your listing

A step by step guide on how to change the agent on a particular listing

How to change the listing agent

Listings

A quick guide on how to add a new contact

How to add a new contact to my database

Base contact type tags gives you flexibility to categorise your contacts in multiple ways

How to categorise your personal contacts

If you need to add a contact to an existing listing, follow these easy steps

Adding a contact to a property listing

Contacts in Base can either be kept private or shared with the office

What is the difference between private and shared contacts?

An overview of how to keep track of your buyer requirements in Base and running listing and buyer matching reports

Capturing buyer requirements and running matching reports

Learn how Base can automatically import contact leads from external property portals

Automated leads import from property portals

Contact calendar overview

How to find out when the last activity was on a specific contact

How to check the last activity date on a contact

Contacts

How to add documents and files to your library for office and personal use

How to add documents and files to your library

Find out what personal, office and group filters means and how to use them in your library

Different library access levels and how they are used

Find out how to create custom tags for your next news article

How to create custom tags for news articles

How to add news to your website using Base

Library

How to enable the automatic import of Private Property listing views

How to enable Private Property listing views

A great way to provide access to team member listings and contacts between individual users

Configure listing and contact access between individual users

A guide for office administrators to create profiles for new users on the Base system.

How to add users to your Base account

An overview of setting up diary actions that users can use to track activities on calendars

Customisation your activity tracking through diary actions

A guide on how to create custom description fields, each with their own set of tags

How to create extra description fields with custom listing tags

Automate your Base data including listings and contacts with the Zapier integration

Zapier integration overview

Configure your email account in Base for automatic lead imports and more

Configure email integration

Find out how to control to which portals specific agents can list

How to configure individual portal access for agents

How to use the 2-way SMS feature, costs and how to purchase credits

How to use the 2-Way SMS Feature

A guide on the Base API, how to create keys and give developers access to your data

How to create Base API keys

Update your biography, credentials and contact details on websites

How to update your public profile

A step by step guide on how to change your agency logo on your Base account

How to change your agency logo

Change the look and feel of your Base Dashboard with themed colours

How to select a colour theme for Base

Tips for keeping your Base user account safe

Keeping your Base account safe

Steps to follow if you have forgotten your password to your Base account

What to do when you forgot your Base password

What are the different roles a user can choose on Base and how to change the roles.

How to choose a role for a user on Base

A step by step guide on how to customize your office contact type tags to suit your needs

How to customize your office contact type tags

A step by step guide on how to remove users from an office Base account

How to remove users From Base

How to update your profile photo

Setup

Learn about property listing and photo limits in Base

What are the Base file size, listing and photo limits

See how you can set future reminders on listing mandates or contacts

How do I add calendar reminders to contacts or listings?

Learn how to add visible notes that display prominently on listings or contacts as soon as you open them up

How do I pin notes to a contact or listing mandate?

Switching to Entegral? Understand what we can import, the process we follow and common issues

Importing your data from external service providers

Make to change the status to inactive, sold, under offer, etc.

How to update a listing status

Can you add multiple telephone numbers or email addresses on property listings or profiles?

Can I add multiple contact numbers to my property listing or profile?

How to handle common property listing syndication errors in Base

Resolving common listing syndication errors

Although Base provides a selection of template brochures, you can also develop your own