Adding and Removing Properties from a Board in SiftLine
Properties can be added to a board individually within SiftLine, or in bulk from the records page.
In order to add, move, or remove properties from a board you'll need to have Read and Write or Admin permissions for the board. Permissions are displayed under the board name and are set individually for each board.
Adding Properties Individually within SiftLine
Properties can be added to a board individually within SiftLine. First, click SiftLine on the left side bar of your account.
Open the board where you want to add properties. (If you're new to boards check out SiftLine Overview).
Next, select Add New Card.
Now search by property address, choose the board and phase you want to add it to and select Import Property.
Adding Properties from a Property Record
From the Records page, open the property record you want to add. Next, select Add to a board towards the bottom right of the records page.
Now select the board and phase you want to add the record to. You can add the same record to multiple boards by clicking the plus sign and selecting additional boards and a phase.
Adding Properties to a Board in Bulk
To add multiple properties to a board, select the records from the Records page, then go to Send to -> SiftLine. In order to access the "Send to" options, you must have one of the following roles:
Sensei
Super Admin
Admin
Marketer
Choose the Board and Phase you want the properties added to and click Import properties. The same record can be added to multiple boards by clicking the plus sign and selecting additional boards and a phase.
You can track the progress from the Activity -> Action page in your account. Once complete, you'll see all properties in the Board and Phase you selected.
Note: This action will only add new cards to the board, it will not move cards or change phases for records already on that board.
Moving Properties through the Board
You can move properties within SiftLine a few different ways:
Drag and drop: Click and drag the card to the desired phase.
Using the Card Options: Click the 3 dots towards the bottom of the card. Select Move card then select the board and phase you want to move it to.
From the Card Details: Click the stepper towards the top of the page to select the phase you want.
You can also select a board and phase towards the bottom of the page (you'll also see this option in the property records page):
Removing Properties from a Board
Properties can be removed from a board by clicking the 3 dots towards the bottom right of each card and selecting Delete Card.
Confirm you want to delete by copying and pasting or typing DELETE FOREVER, then click Yes, delete it.
They can also be removed by clicking the icon next to the board location within the SiftLine Deal Details page or the records page.
Note: Deleting a card from SiftLine does not delete the property from your account. It only removes the property from the board. You will still be able to access the property from the Records page.
Related Trainings
Creating SiftLine Boards
Editing and Deleting SiftLine Boards
SiftLine Overview
Adding New Leads to a SiftLine board using Sequences