Listing Settings

Listing Settings allows you to control how property listings are organized in the CRM — either by Brokerage  or by  City . Depending on the option selected, listings are grouped and displayed under different sections in the Listings menu. 
 Steps 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Log in to  AgentRoof CRM . 
 From the left navigation menu, click  Settings . 
 Click  Listing Settings . 
 Choose one of the two tabs at the top of the page:
 
 Brokerage 
 City 
 
 
 To add a new entry, click  + Add New  (top right) and enter the required brokerage or city details. 
 Existing entries are listed in a table with  Name  and  Action  columns.
 
 Use the  trash/delete icon  under Action to remove an entry. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 What Happens Based on Selection 
 When Brokerage is selected: 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 A new dropdown item named  Brokerage Listings  is added under the  Listings  menu (alongside Property Listings and Pre-Construction). 
 Listings associated with the added brokerage(s) will appear under this new  Brokerage Listings  section. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 When City is selected: 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 No new menu item is created. 
 Listings for the selected city are grouped under the existing  Property Listings  section in the Listings menu. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Note 
 
 Switching between Brokerage and City tabs does not delete existing entries — both lists are maintained independently, but only Brokerage selections generate a dedicated "Brokerage Listings" menu item. 
 
 Result 
 Depending on whether Brokerage or City is configured, listings in the CRM will be organized either under a dedicated  Brokerage Listings  section or grouped within the existing  Property Listings section, helping realtors quickly locate listings by brokerage or by location.