Management
Settings & Configuration
Toggle features, customize templates, and configure preferences.
Settings has five tabs: Features, Communications, Connections, Appearance & Branding, and Account.
Features: turn stages/actions, documents, recommendations, services, Buyer Concierge, automations, prospecting and auto-link on or off - and open the editor for the templates new listings start from.
Communications: automated emails, text messaging, message templates, client notifications, and the floating chat/SMS/task widgets.
Connections: Google, Microsoft, Slack, VaultRE, cloud storage folders, and data import.
Appearance & Branding: light/dark theme, campaign card animations, and (owners) white-label branding.
Account: your profile and privacy settings, plus owner-only controls - calendar target, Update All Listings, and resetting onboarding.