How to Send Mass Emails with Propertybase

  What are mass emails? Mass emails allow you to communicate with your Contacts in Propertybase.  You can easily create lists of contacts based on any criteria on their record in Propertybase.   Why are mass emails important? Mass emails are a key feature in Propertybase. You can send email up to 500 contacts at [...]

Continue Reading

Creating Email Templates, Part 1: Creating Letterheads

What are Letterheads? Letterheads are HTML templates you can design in Propertybase. These can be saved and used in various email templates. You can customize them with logos, and your own design.   Why are Letterheads important? Understanding how to create letterheads is the first step for sending out Emails in Propertybase. Once you create [...]

Continue Reading

Creating Email Templates, Part 2: Creating Email Templates

What are email templates? Email templates are used to send a standard message to your contacts. You can enrich these templates with data from Propertybase. Why are templates important?  Templates are important to use the email functions inside Propertybase. Once you learn to customize the email templates you can create new communications quickly and share [...]

Continue Reading

How to Create a View

  What are views in Propertybase Views are the key to accessing your data. Views are simply filtered lists of your data in Propertybase. You can specify what you want to see and how you want it to be represented to you in Propertybase.   Why are views important Views can be created on any [...]

Continue Reading

How to use My Email to Salesforce

What is My Email to Salesforce? My Email to Salesforce is a feature that allows you to paste a unique email address into the bcc field when communicating with your leads or customers. This automatically associates the email record with the related contact record to preserve all of your communication with your customers.   Why is My [...]

Continue Reading

01 Quick Start

02 Using Propertybase

03 Advanced Setup

04 Propertybase Version 2