Listings

Listings are properties your team is selling or renting, such as a villa, an apartment, an office, or a plot of land. A listing keeps the property’s price, address, size, rooms, and marketing details in one record, and connects it to the seller, interested buyers, deals, and showings.

Use Listings when your workspace works in real estate. Each listing belongs to a pipeline, so its stage tells you where the property is in the market, for example Active, Under Contract, or Sold.

Turning Listings on

Listings appears under CRM in the sidebar when your plan includes it and you have the listings.view permission. Administrators can hide or show it in Settings → General → Feature Modules.

Listing data

A listing can include:

Listing information: name, type, transaction, MLS number, pipeline, stage, agent, co-agent, and description
Pricing: price and currency, price frequency, original list price, sold price, HOA or service fee, annual property tax, and commission rate
Location: address, city, state or province, postal code, country, neighborhood, subdivision or compound, parcel number, and latitude and longitude
Property details: bedrooms, bathrooms, living area, lot size, year built, floors, parking and garage spaces, furnishing, condition, heating, cooling, view, and whether pets are allowed
Parties: seller contact, seller account, and buyer contact
Lifecycle: listed, available from, expires, and sold dates
Marketing: listing URL, virtual tour URL, video URL, public remarks, and showing instructions

Type covers residential, land, and commercial properties, such as House, Apartments, Villa, Penthouse, Lots/Land, Office, Retail, and Warehouse. Transaction is For sale, For rent, For lease, or Auction. For rentals, set Price frequency, such as Per month, so the price shows as “1,200 per month”.

There is no separate status field. The pipeline stage is the listing’s status.

Creating a listing

Open Listings.
Select New listing.
Enter the listing name, for example “3-bed villa in Abdoun”.
Choose the type and transaction, and enter the price.
Choose the agent, pipeline, and stage.
Select Save listing.

The create form shows the essentials first. Open the listing and select Edit to fill in the full details, including the seller and buyer.

If you leave them empty, the agent defaults to you, the listed date defaults to today, and the listing starts in the first stage of the workspace’s listing pipeline. Administrators can change the fields on the create form in Settings → Objects.

Areas and units

Enter a size as a number and pick its unit:

Living area: square feet or square metres
Lot size: square feet, square metres, acres, or hectares

Workstation stores every area in both square feet and square metres, and calculates price per square foot and price per square metre. You never convert by hand, and filters and sorting work in either unit.

The workspace’s measurement system decides which unit appears first and which unit new listings default to. Metric is the default. Lists and Kanban cards show the main unit, and you can add a column for the other one. The record’s Measurements card shows both.

Price per area is the price divided by the living area. For rentals, that means rent per square metre or square foot.

Listing pipeline

Every workspace starts with a Listing Pipeline with these stages:

Stage	Meaning
Coming Soon	Not yet on the market
Active	On the market
Under Contract	An offer was accepted
Pending	Waiting to close
Sold	Closed
Withdrawn	Taken off the market
Expired	The listing agreement ended

Change the stages, or add pipelines, in Settings → Pipelines. Listing stages have a name and color but no win probability. A listing can also have no stage.

Stage Health works on listing pipelines. Use it to flag listings that sit too long in a stage or have no recent activity. Flagged listings show a Stale badge.

List and Kanban views

The Listings page supports List and Kanban views.

The All listings tab shows every listing you can see. Add standard views such as For sale, For rent, Sold this year, Expiring soon (expires in the next 30 days), and Stale.
Search matches the name, MLS number, address, city, neighborhood, postal code, and parcel number.
Default columns include type, transaction, price, living area, bedrooms, bathrooms, city, stage, and listed date. You can add price per area, lot size, MLS number, and the area in the other unit.
Kanban groups by stage by default. Drag a card to change its stage. Cards can show price, transaction, beds and baths, living area, address, and agent.
Selecting a row or card opens the listing in the shared record flyout. Use Open full page for the full record.

Export the list to Excel from More actions → Export to Excel. Use Table Views to save filters, columns, and sorting.

Working from the listing record

The record header shows the name, address, transaction, and city, with Open listing page when a listing URL is set, Edit, and Delete listing.

The left sidebar shows price and key facts, pipeline and stage, address, property details, agents, dates, and tags. You can edit these properties in place.
The Overview tab shows the description, pricing, features, and marketing text. Activities and Timeline hold the listing’s history.
The right side shows Measurements, Seller, Deals, Interested Contacts, Accounts, Showings (linked appointments), Attachments, and Radar Findings.

Use Interested Contacts for buyers and enquirers, and Deals for the offers or transactions on the property. Deleting a listing archives it; its deals and activities are kept.

Administrators can change the record layout in Settings → Objects.

Permissions and visibility

Permission	Allows
`listings.view`	Open Listings
`listings.create`	Create listings
`listings.update` / `listings.update_own`	Edit any listing, or only your own
`listings.delete` / `listings.delete_own`	Delete any listing, or only your own

By default, Users can view and create listings and edit or delete their own. Managers, Admins, and Owners have full access.

Listing visibility follows the agent (the owner) and each member’s data-visibility scope for Listings: All, Department, or Own. If no Listings scope is set, the member’s general visibility applies. The co-agent can always see the listing. See Departments for how data visibility is configured.

Automation

Workflows can start when a listing is created, updated, or changes stage. Outbound webhooks also send listing.created, listing.updated, listing.deleted, and listing.stage_changed events.