Deep dive into the property details panel in Convex

Overview

The property details panel (PDP) displays the details of the selected property.

Explore the property details panel

To get a more detailed view of a property, click the property list card. The PDP opens, where you can:    

Note: Hover over each icon to see what action it does.

• Click Edit to change the name. 

• Click Star to add the property to Starred Properties for quicker access.

• Click Multiple Addresses to view all addresses associated with the property. This feature is visible for properties with multiple addresses.

• Click Locate on map to zoom in on this property.

• Click minimize to view the minimized map view of a building. 

  • From the same view, click Next to see available images. 

Action Bar

The Action bar in PDP includes:

1. Campaigns : Add the property to a campaign:         

   1. The Campaign pop-up opens, search for or create a new campaign.

   2. To create a new campaign, enter the name of the campaign in the search bar.

   3. When finished, click Create.   

      Tip: In the Manage Campaigns pop-up, click MANAGE to manage campaigns or create a new campaign.

                 

2. Add Assigned Rep : Assign a Rep to the property:        

   1. In the Assigned Rep pop-up that opens, click the representative's name to assign it. The rep's initials appear, notifying that they are assigned to the property. 

   2. To remove the rep, click the initials icon.

   3. Find the rep's name from the Assigned Rep pop-up and click REMOVE. 

3. Assign Stage : Assign a stage to a property. This helps track the progress of the property within your sales pipeline. You can designate the appropriate opportunity stage to reflect where the property currently stands in your workflow.        

   1. In the Prospect Stage pop-up that opens, select the stage.                 

      Note: After the selection, the current prospect stage will be displayed in the action bar.

   2. To remove the stage, click the stage icon, and in the Prospect Stage pop-up, click REMOVE. 

4. Add Notes : Add a note to the property:        

   1. In the Notes pop-up that opens, add your notes. Notes are isolated to this property only.

   2. When finished, click SAVE.                 

      Note: To edit your notes, click the same icon.

5. Contacts : Add an existing contact or create a new one for the property.        

   Note: A contact added to the property displays as a card in the Contacts section and in the contact grid when you click See All on the contact section.

   1. In the Add Contact to Property pop-up that opens, select an existing contact. 

   2. To create a new contact, click CREATE NEW CONTACT.

   3. In the New Atlas Contact pop-up that opens, fill out the fields for a new contact.

   4. When finished, click SAVE.                

      Tip: Clickon the New Atlas Contact pop-up to minimize it and locate it in the corner of the screen.

                 

6. Add More : View more actions available on this property:        

   1. Click Add to Account and select the account you want to add the property to. 

   2. Click Add to Opportunity and from the Add Property to Opportunity pop-up, select the opportunity you want to add the property. 

   3. Click Archive Property to remove it from the workflows. This helps maintain a clean and organized workspace while preserving the property's information for future reference.                 

      Note: To unarchive property, click Unarchive Property.

                 

7. Click Push to CRM to send the selected property directly to your CRM system. This ensures that your CRM is updated with the latest information.         

   Note: The feature is available after configuration.

Contacts section

Use Contacts to select a contact you want to call, email, or send to phone the property information. This section only shows the first three saved contacts, however, the Contacts screen displays all contacts. To access the Contacts screen, click See All.

Custom Fields section

Use Custom fields to add and store additional information about a property. The feature is visible if it is set up for your account. To use custom fields:

1. Click See All. 

2. In the Custom fields pop-up that opens, you can click the field to enter the information or choose the dropdown to select an option.         

   Note: You can edit the fields in the PDP card view or when you open the See All view.

Property Attributes section

Use this section to learn more about the characteristics of a property.

Property Ownership section

Use this section to learn about the entity or individual responsible for the property. This helps you identify key decision-makers or stakeholders associated with a building or location.    

Tip: Click the Owner name to see all the properties with that owner in the property list panel.

Occupants section

Use this section to learn more about businesses, organizations, or individuals currently residing or operating within a specific property. For more, see (coming soon).

Cards section

Use the Cards section to create To-Dos for yourself.

1. Click + Add Card. 

2. Click the new card bar that appears to open it. 

3. On the card pop-up, you can:        

   • Add a description.

   • Select a status. Options include: TO DO, IN PROGRESS, and DONE.

   • Set a due date.

   • Locate on map,

   • View in board.

   • Delete card.

4. The changes automatically save, so click to close the pop-up.

Note: Click See All to open the Board section and add a new card.

Measurements section

Use this section to define and assess property-related metrics visually on the map. This feature is useful for sales planning, resource allocation, and data tracking.

Note: The feature may not be visible to everyone.

Assets section

Use this feature to associate assets with properties to easily access, organize, and manage crucial resources in one centralized location, aiding in efficiency and tracking throughout the sales process.

Note: This is an optional feature that you can access with help from your CS rep or Support specialist.

Permits section

Use this section to view all the permits for that property. To access the Permits screen, click See All.

Activity Log section

Use the section to track all interactions, changes, and updates related to the property.

Want to learn more?

• See Navigating Map view

• See View Property List Panel

• See Use Map Search