Summary
Learn how to create a sales listing in Box+Dice from a property or appraisal. This includes where listings originate and how to access listing information.
This article covers:
About sales listings
A Sales Listing represents a property that is being marketed for sale. In Box+Dice, listings are commonly created from an Appraisal, allowing you to transition smoothly from prospecting to active sales.
It is also possible to create a listing directly from a Property, bypassing the Appraisal stage. This approach may vary depending on your agency's workflow and policies.
Create a sales listing
You can create a Sales Listing from either a Property or an Appraisal using the transaction panel within the Property record.
From property:
- Go to: Properties
- Select a property
- In the transaction panel
- Click +Add > Add Listing under (Sales or Rentals)
- Select a vendor activity consultant
- Click Continue
The property will then be converted to a listing.
From appraisal:
- Go to: Sales > Appraisals
- Select a property
- In the transaction panel
- Click +Add > Add Listing under (Sales or Rentals)
- Select a vendor activity consultant
- Click Continue
The appraisal will then be converted to a listing.
Edit listing information
Once the listing has been created, you can update and manage its details through the Listing Information section.
- Click the pencil icon next to Listing Information
- Review and edit the listing details as required
Articles in this section
- Add a Sales Listing
- Add advertising copy before publishing listings
- Add custom listing URL fields
- Add key safe numbers and generate key register reports
- Add URL links or read more links to a listing
- Add virtual tour url to a listing
- Awaiting Unconditional Sales Listing Filter
- Buyer Leads reports
- Create a new listing vendor
- Delete a listing