Search Results

How to complete booking from an Opportunity Bookings can only be made on Propflo once an opportunity is "Won." No booking can be made for an opportunity that is not shown as "Won." Please follow the steps below to make a booking on Propflo: Select ‘Opport...

How to add a Partner on Propflo In the real estate industry, channel partners are tactical allies who, via joint ventures, expand market reach, improve customer engagement, and drive business growth. They are a perfect example of cooperation, bringing togethe...

Adding inventory is crucial for managing properties, tracking availability, streamlining sales, and ensuring efficient client service and satisfaction.  There are two ways to add inventory on Propflo. Below are the two ways to add inventory on Propflo: Sin...

This section will help you know more about Knowlarity on how to integrate Knowlarity with Propflo, How to make calls, how to check the history of the calls activity and other information. What is Knowlarity? Knowlarity is a cloud communication business in In...

This section will help you know more about MCube on how to integrate MCube with Propflo, How to make calls, how to check the history of the calls activity and other information. What is MCube? MCube is a cloud communication business in India that provides ex...

This section helps you to explore our comprehensive section on adding plots and villas to your inventory. Discover step-by-step guides to streamline the process and maximize your property listings on Propflo.  Plots & Villas: Highlights of the feature: Ne...

This section helps you to understand AI Chatbot in three sections: What is AI Chatbot and uses of AI ChatBot How to use AI Chatbot effectively How to integrate AI Chatbot and How it works What is AI Chatbot and uses of AI ChatBot An AI chatbot is a pr...

Payments Workflow  The "Payments" tab is split into two sub-tabs: Total Sale Consideration: For payments related to Total sale consideration. Others: For additional charges (e.g., registration charges, customs fees). Payment Status  In Process: De...

In this section, we will learn how to adjust booking prices, applying discounts, and managing pricing overrides on the components of a price sheet. Enable Price & discount Adjustment: In order to adjust the price in the booking, you should first enable the c...

In this section, we will see how to edit the details of the owner of a booking that is already completed / approved. Click on the 'Units List' under the tab 'Owners' on left pane.  Select the desired unit from the list of bookings.   Click on 'Action...

This section will help you to understand how to Add / Delete / Approve / Refund payments for a booking on PropFlo. The "Payments" tab is split into two sub-tabs: Total Sale Consideration: For payments related to Total sale consideration. Others: For any a...

The Business level dashboards on PropFlo offer a detailed overview of Leads, Opportunities, Campaigns, revenue progress, and collections, facilitating efficient financial readiness.  There are three categories in Business Level dashboards on PropFlo: Marke...