How-to guideProperty operations menu
The Real Estate module adds a verified Property Operations parent menu with Dashboard, Properties, Approvals, Property Owners, company or staff paths and Business Brokers. This guide covers that exact menu structure from the source code.
Real Estate ModuleWhere is property operations?How do I use the property operations menu?Related website page Where to click
Use these menu paths first, then complete the action from the screen you open.
Sidebar > Property Operations > Dashboard
Sidebar > Property Operations > Properties
Sidebar > Property Operations > Approvals
Sidebar > Property Operations > Property Owners
Sidebar > Property Operations > My Staffs / Real Estate Agents / Business Brokers
Quick answerThese are the fastest verified steps for this task in the current Proplix build.
Exact steps
- Open Sidebar > Property Operations.
- Start from Dashboard when you need the module overview.
- Open Properties to manage property records and related activity.
- Use Approvals, Property Owners, My Staffs, Real Estate Agents or Business Brokers according to the exact record type you need to manage.
- Save changes in the relevant page, then continue into linked property, owner or staff workflow as required.