CRM Mapping - Agents

Once your user is setup, you must map them to the CRM feed

Individual agents need to be added to Properti as a user. If you aren't sure what type of user permissions they need, please check out Team Roles.



Example: If Andrew has listed a new property and they are either/both;

a) Not mapped to the CRM in Properti
b) Not in Properti as a user

Then their listings will still feed from the CRM to Properti, however the automations will not work and you won't be able to generate any bespoke creatives for that listing. as they are not mapped to the CRM and/or a user in Properti.


 

Mapping your CRM agents to the Properti workspace is as simple as going to the CRM Mappings and matching them up in the dropdown menu. Remember to click the tick button so your changes are saved!