Why User Setup Matters
Accurate Campaign Attribution – Ensures listings and ads are connected to the correct agent or BDM.
Seamless Automations – Smart Campaigns and listing promotions rely on individual user profiles to trigger correctly.
Brand Consistency – Keeps your agency’s marketing aligned, with each agent’s campaigns tied back to their profile.
Who Needs to Be Set Up
Office Champions – Your internal admin or marketing lead who manages campaigns.
Sales Agents – Any agent with listings in your CRM that will be promoted online.
Property Management BDMs – Anyone responsible for leasing listings and generating rental leads.
Every Sales Agent and Property Management BDM with listings attached to their name requires a Properti.AI user profile. Without this, their properties cannot be automatically posted or promoted.