How to Create, View, Edit, Filter and Delete Case Studies

Table of Contents:

• What is a case study?
• Summary
• View Case Study
• Link / Share Case Study
• Delete Case Study
• Filter Case Study
• Edit Saved Case Study

What is a case study?

A case study is a detailed record of property information that users can add to pitches and presentations.

Summary

Here’s an overview of what different roles can do with case studies:

View Case Study

You can now easily view details of a saved case study using our new pop-up feature. This allows you to quickly review property information before adding it to presentations.

Inside the View pop-up, you can:

• Review property photos and details

• See if the case study is linked to an agent or office

• Delete case studies

Things to Note:

When View pop-up has been opened from the the Added Case Study section,

• Edits made from the View pop-up in the Added Case Study section apply only to the current presentation.

• In the added case studies section (right-hand side), case studies can only be removed from the presentation. To permanently delete a record, users must do so in the saved case studies section (left-hand side).

Notice that the delete button is not available in the view pop-up

Link / Share Case Study

Admins can link or share case studies with particular offices, granting access to all agents in those offices.

When creating a case study, admins can:

• Link the study to the primary agent of the campaign.

• Share the case study with specific offices.

Things to note:

• Created case studies are automatically linked to the primary agent of the campaign.

• Office admins can share case studies with multiple offices they are affiliated with.

• New case studies can't be unlinked from the campaign office once created.

Delete Case Study

Users can permanently delete case studies using the View pop-up feature.

Here’s what different roles can do:

• Primary Agent / Assistant: Delete only agent-level case studies.

• Office Admin: Delete both agent and office-level case studies.

Filter Case Study

For easier management, users can now apply filters to sort case studies by agent and office levels. This will improve user experience when searching the desired properties they want to use or update.

A little more on how the filters work

To better manage your case studies, use filters to sort them by agent or office level. This helps you quickly find the properties you want to use or update.

Here’s how filters work:

• By default, you see all case studies linked to the primary agent and their primary office.

• Filtering by agent only shows studies linked to the Primary Agent.

• Filtering by office displays case studies linked to the primary office

Edit Saved Case Study

Agents don't have to worry if they need to update information in an existing case study. Users can easily access the edit feature through the View pop-up in the Saved Case Study section to make changes to the saved records.

Changes in Association

Only office admins has access to change the association of a case study. This can be done through the Edit modal in the Saved Case Study section.