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Listing Settings

i need to make wiki documentation i will give you the reference


Thought for 2s
Thought for 2s


Sounds good — go ahead and share the reference whenever you're ready, and let me know which integration page this is for (I know you've got Zapier and Twilio SMS done, with Facebook Lead Ads and Third-party Landing Pages Via API still pending).


this is my refernce


Identified reference format and sought clarification on documentation topic
Identified reference format and sought clarification on documentation topic


Got it — this shows me the format/style you want to follow: title → short intro → numbered Steps → "What Happens" detail section → Note/Important callouts → Result summary.

A couple of things before I draft anything:

    Which page is this for? Facebook Lead Ads or Third-party Landing Pages Via API (your two pending ones), or something else entirely? Per your rule, documentation should start from the login step — this merge-leads reference doesn't show that, so I'll add it in for whatever we write next unless you tell me otherwise.

    Once you confirm the topic, send over the actual steps/screenshots for that feature and I'll write it up in this same style.

    now i want to prepare for listing settings i will tell you what all things are going there

    Sounds good — go ahead and walk me through what's in the Listing Settings section, and I'll structure it into wiki documentation using the same format as your reference (intro → Steps starting from login → detail/behavior section → Notes/Important callouts → Result).


    login crm->settings ->listing settings->there we can select brokerage or city as given in the picture, when selecting brokerage and select any brokerages, then we can see the result as the second screenshot as a dropdown named "brokerage listinngs " added and there we can see brokerage listings. and when we select city the listings will be under the property listings that already existed. i need steps and all other things like refernce


    Architected dual-tab navigation system with comprehensive wiki documentation structure
    Architected dual-tab navigation system with comprehensive wiki documentation structure


    Here's the draft based on the format from your reference doc.

    How to Configure Listing Settings in AgentRoof CRM?

    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

    1. Log in to AgentRoof CRM.
    2. From the left navigation menu, click Settings.
    3. Click Listing Settings.
    4. Choose one of the two tabs at the top of the page:
      • Brokerage
      • City
    5. To add a new entry, click + Add New (top right) and enter the required brokerage or city details.
    6. 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.

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