Use Saved Views to segment survey listings into groups (Submarket, Broker favorites etc) with corresponding color-coded map pins.
Get Started
1 | Navigate to the Configure button at the top of your market survey. Select Survey View -> Create New View.
2 | 3 Steps to create a subset of properties within a view.
a. Select Create Group
b. Name the Group and hit enter of the checkmark.
c. Check the box next to each property you want to add to the Group.
3 | Repeat Step 2 until you've created all desired groups within your view.
4 | Reorder
Drag and drop individual properties by selecting the stack icon to the right of each property card. Or select the entire group by selecting the stack icon at the top Group Name header.
Set a specific view for your clients
Once saved, return to the Configure tab, navigate to the view you'd like to set for your clients. This will open another window that includes editing and renaming options. Toggle on Set as Default.
Tip!! From this view you can also Hide Disinterested Properties from your client's view. These properties will remain in your broker view but not be visible to your clients.
Make Changes
Open any view to go back and change group names, rename the view, reorder, or delete.
Create as many views as you like!