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Managing your Pitch Case Study library
A case study is a detailed record of a property you have sold. Adding them to your Pitch presentations is a powerful way to showcase your experience and success to potential clients.
This guide explains how to create, manage, and use case studies in your presentations.
How do I create a new case study?
You can create a new case study directly within a Pitch proposal.
Follow these steps to create and save a new case study:
- Select a campaign from your dashboard.
- Go to the ‘Pitch’ tab and click the pencil icon to edit your proposal.
- Navigate to the ‘Case Study’ section.
- Click the red ‘Create’ button to open a new form.
- Enter the property details, such as address, sale price, and photos.
- Choose who can access this case study (just you or the whole office).
- Click ‘Save’ to add it to your library for future use.
How do I add a saved case study to my presentation?
You can easily add existing case studies from your library.
To add a saved case study:
- Navigate to the ‘Case Study’ section in your proposal.
- Your library of saved case studies will appear on the left.
- Find the case study you want to include.
- Click ‘Add Case Study’ to include it in your presentation.
What information can I include in a case study?
You can add a wide range of details to build a comprehensive property record.
Only the details you fill in will be displayed in the presentation.
| Section | Details you can add |
|---|---|
| Property Details | Property image, address, bedrooms, bathrooms, car spaces, land size, sale price, and sold date. |
| Property Note | A short description of the property, like "In-ground pool and five minutes’ walk to the beach." |
| Other Details | Sales method, days on market, advertised price, buyer type, and the number of enquiries, inspections, and offers. |
| Additional Details | A short highlight or key selling point about the sale, up to 30 characters. |
How do I manage my saved case studies?
You can view, edit, delete, and filter your saved case studies from the library.
- To view a case study: Click ‘View’ to see the full details before adding it to your pitch.
- To edit a case study: Click ‘View’ on a saved case study, then select the edit option. Changes made here will permanently update the saved record.
- To delete a case study: Click ‘View’ on a saved case study, then select ‘Delete’. This permanently removes it from your library.
- To filter case studies: Use the filter options to sort your library by agent or office level, making it easier to find what you need.
Note: To apply updated information to an existing presentation, you must remove the old case study and re-add the newly edited version.
How do I share a case study with other agents?
Office Admins can share case studies with specific agents or entire offices.
When creating or editing a case study, Admins can:
- Link the study to a specific agent’s library.
- Share the study with one or more office libraries, making it accessible to all agents in those offices.
Note:
- Permanent deletion must be done in the ‘Saved Case Studies’ section (your library).
- A deleted case study will remain in any existing presentation it has already been added to. You must manually remove it from the presentation if needed.
- Once deleted, the case study is gone from your library and cannot be added to any new presentations.