Getting Started
Classic
Logging into your Placester Account [Classic]
[Video] Placester Startup Guide [Classic]
[Video] Requesting an IDX Integration [Classic]
Editing Your Contact Details [Classic]
Changing Themes and Colors [Classic]
[Video] Adding Images to your Home Slideshow [Classic]
Adding a Favicon [Classic]
[Video] Linking Social Networks [Classic]
Adding Certification Logos to the Footer of your Site [Classic]
[Video] Changing your Global filter settings [Classic]
Using Basic Lead Capture [Classic]
[Video] Creating a Blog Post [Classic]
[Video] Creating Advanced Area Pages and an Area Page Index [Classic]
[Video] Creating a Page [Classic]
Adding a Logo [Classic]
Submitting a Support Ticket [Classic]
Codeless
Getting Started Checklist
Requesting an IDX Integration [Codeless]
Logging into your Placester Codeless Account [Codeless]
Image Dimension Guide [Codeless]
Changing your Global filter settings [Codeless]
Editing Your Codeless Contact Details [Codeless]
Adding Images to your Home Slideshow [Codeless]
Featuring Listings on your Home Page [Codeless]
Adding Certification Logos to the Footer of your Codeless Website [Codeless]
Adding a Favicon [Codeless]
Hiring a Creative Assistant Using On-Demand
What is Codeless?
All Things IDX
Classic
IDX Process: FAQs [Classic]
TREC Requirements [Classic]
How to fill out your IDX Documents on RightSignature.com [Classic]
RightSignature Cheat Sheet [Classic]
Adding Your License Number to Your Site [Classic]
Adding Multiple IDX feeds to your site [Classic]
Map Search [Classic]
Natural Language Search [Classic]
[Video] Selecting Search Forms [Classic]
[Video] Featuring Listings on your Home Page [Classic]
[Video] Basic Areas and Creating an Areas Index Page [Classic]
How Placester Handles 1/4, 1/2 and 3/4 Baths [Classic]
Codeless
Customizing your Website
Classic
Custom Domain
How and Where to Purchase a Custom Domain [Classic]
[Video] Pointing your Custom Domain to your Placester Site [Classic]
[Video] Editing your Placester Subdomain [Classic]
Forwarding Additional Domains to Your Website [Classic]
[Video] Mapping Your GoDaddy Domain to Placester (New User Interface) [Classic]
Mapping your GoDaddy domain to Placester (Legacy User Interface) [Classic]
Nameservers vs DNS Settings [Classic]
Mapping your Network Solutions domain to Placester [Classic]
[Video] Mapping your 1&1 Domain to Placester [Classic]
Mapping your Register.com domain to Placester [Classic]
Mapping your Wix Domain to Placester [Classic]
Mapping your iPage Domain to Placester [Classic]
Mapping your Domain.com domain to Placester [Classic]
Mapping your Bluehost Domain to Placester [Classic]
Mapping your Name.com Domain to Placester [Classic]
Mapping your HostGator domain to Placester [Classic]
Mapping Your Domain vs. Forwarding With Masking [Classic]
Mapping your .REALTOR Domain to Placester [Classic]
Mapping your eNom domain to Placester [Classic]
Common Domain Mapping Issues & How to Resolve Them [Classic]
Mapping your DreamHost domain to Placester [Classic]
[Video] Mapping your Google Domain to Placester [Classic]
Mapping your Hover domain to Placester [Classic]
[Video] Mapping your Namecheap domain to Placester [Classic]
Mapping a Subdomain to your Placester Site [Classic]
Pages, Menus & Posts
Using the Featured Listings Page Template [Classic]
Activating Autopublish [Classic]
[Video] Editing an Existing Blog Post [Classic]
Adding Photos to Pages and Posts [Classic]
[Video] Editing Your Menu [Classic]
Adding Featured Content Tiles [Classic]
Adding a blog post to a category [Classic]
Scheduling Blog Posts [Classic]
Choosing Testimonial Featured images [Classic]
[Video] Page Templates [Classic]
[Video] Editing an Existing Page [Classic]
[Video] Using Formatting Options on Pages and Posts [Classic]
Adding Videos to Pages and Posts [Classic]
Advanced Page Editing [Classic]
Creating a coming soon page [Classic]
[Video] Adding HTML to a Page [Classic]
[Video] Adding a Menu Item that links to a Custom URL [Classic]
What to Include in your About page [Classic]
[Video] Home Valuation Page [Classic]
[Video] Creating a Custom Landing Page [Classic]
[Video] Creating a Testimonials Page [Classic]
Theme Guides
Sedona Theme Guide [Classic]
Chicago Image Dimension Guide [Classic]
Franklin Theme Guide [Classic]
Toronto Theme Guide [Classic]
Phoenix Theme Guide [Classic]
Beacon: Image Dimension Guide [Classic]
Wilshire: Image Dimension Guide [Classic]
Plymouth Image Dimensions Guide [Classic]
How Many Featured Listings and Blog Posts Are Displayed on Each Theme's Home Page? [Classic]
Fremont Theme Guide [Classic]
Highland Image Dimensions Guide [Classic]
Newbury: Image Dimension Guide [Classic]
Recommended Logo Sizes for Each Theme
Lexington: Image Dimension Guide [Classic]
Best Practices
What Should My Slideshow Captions and Links Be? [Classic]
What's Important To Feature In Your Menu [Classic]
[Video] Adding your Google Analytics Tracking Code [Classic]
Adding your Google AdWords Conversion Label and ID [Classic]
Adding a Video Link to Your Home Slideshow [Classic]
What To Do After Your Site Is Live [Classic]
How and Why to Add Excerpts to Pages [Classic]
[Video] Adding a Facebook Pixel to your Placester Site [Classic]
[Video] Submitting your Sitemap to Google [Classic]
[Video] Site Verification for Google, Pinterest, and Bing [Classic]
[Video] Adding a Meta Description & Meta Title to your Home Page [Classic]
How to Create an Additional Site [Classic]
[Video] Adding a Meta Title & Meta Description to Pages and Posts [Classic]
Pro Tips
Writing Your First Blog Post [Classic]
How to Embed a Google Calendar onto your Placester Site [Classic]
Selecting Great Slideshow Images and Where to Find Them [Classic]
How To Create a "Join our Team" Page [Classic]
How to Use Social Networks for Real Estate [Classic]
How To Hyperlink Text And Images [Classic]
Which Lead Capture Setting is Best For You? [Classic]
How to optimize SEO on your Placester Site [Classic]
Removing "For Rent" From Your Search Bar [Classic]
Tips and Resources for Cropping and Resizing Images [Classic]
Sharing Blog Posts on Social Media [Classic]
How to Clear Your Cache [Classic]
How Can I Drive Traffic To My Site? [Classic]
Account
Codeless
Pages, Menu and Posts
Creating a Testimonials Page [Codeless]
Integrating Your Real Satisfied Account [Codeless]
Creating new testimonial [Codeless]
Accessibility Widget [Codeless]
Adding a Menu Item that links to a Custom URL [Codeless]
Scheduling Blog Posts [Codeless]
Home Valuation Page [Codeless]
What to Include in your About page? [Codeless]
Adding a blog post to a category [Codeless]
Using the Featured Listings Page Template [Codeless]
Advanced Page Editing [Codeless]
Codeless coming soon page [Codeless]
Creating Advanced Area Pages and an Area Page Index [Codeless]
Creating a Custom Landing Page [Codeless]
Choosing Testimonial Featured images [Codeless]
Editing an Existing Blog Post [Codeless]
Adding a Button to a Page [Codeless]
Editing Your Navigation Bar [Codeless]
Using Formatting Options on Pages and Posts [Codeless]
Adding Your Facebook App ID and where to generate it [Codeless]
Switching Website Design [Codeless]
Adding Featured Content Tiles [Codeless]
Page Templates [Codeless]
Custom Domain
How and Where to Purchase a Custom Domains [Codeless]
Common Domain Mapping Issues & How to Resolve Them [Codeless]
Pointing your Custom Domain to your Placester Site [Codeless]
Forwarding Additional Domains to Your Website [Codeless]
Mapping Your Domain vs. Forwarding With Masking [Codeless]
Editing your Placester Subdomain [Codeless]
Nameservers vs DNS Settings [Codeless]
Mapping your HostGator domain to Placester [Codeless]
Mapping your Register.com domain to Placester [Codeless]
Mapping your DreamHost domain to Placester [Codeless]
Mapping your iPage Domain to Placester [Codeless]
Mapping your Domain.com domain to Placester [Codeless]
Mapping your 1&1 Domain to Placester [Codeless]
Mapping your Hover domain to Placester [Codeless]
Mapping your Google Domain to Placester [Codeless]
Mapping your Network Solutions domain to Placester
Mapping your Wix Domain to Placester [Codeless]
Mapping a Subdomain to your Placester Site [Codeless]
Mapping your Name.com Domain to Placester [Codeless]
Mapping your .REALTOR Domain to Placester [Codeless]
Mapping your Namecheap domain to Placester [Codeless]
Mapping your eNom domain to Placester [Codeless]
Mapping your Bluehost Domain to Placester [Codeless]
Adding Animations to Your Design Modules in Codeless
The Codeless Design Library and Design Switching
Account, Subscription & Billing
How to Capture Leads
Leveraging Placester's Simple CRM
Classic
Viewing and Editing Leads
CRM Guide [Classic]
Manually Adding a Lead [Classic]
Removing a Lead [Classic]
Editing your Leads individually and through Bulk Actions [Classic]
Viewing Your Leads [Classic]
Lead Management
Exporting Leads [Classic]
Managing Duplicate Leads [Classic]
What Can Site Visitors Do With an Account? [Classic]
[Video] CRM: Managing Custom Views [Classic]
Creating Saved Searches for your Leads [Classic]
Routing Leads From Other Sources to Your Placester Account [Classic]
Importing Leads [Classic]
[Video] How to Add Tags to Leads and Contacts [Classic]
Creating Groups [Classic]
Adding a Note to a Lead [Classic]
Creating / Managing Tasks (In Leads) [Classic]
How Leads Can Create Saved Searches [Classic]
Using Plans
[Video]Creating a Custom Signature [Classic]
[Video] Editing a Plan Email Template [Classic]
[Video] Autoresponders [Classic]
[Video] Creating and Managing Your Email Blasts [Classic]
Editing a Plan [Classic]
Adding single or multiple leads to a plan [Classic]
[Video] Creating a New Email Template [Classic]
[Video] Creating a New Drip Campaign [Classic]
Broker Features
Codeless
Viewing Your Leads [Codeless]
4.0 Editing your Leads individually and through Bulk Actions [Codeless]
Manually Adding a Lead [Codeless]
4.0 Removing a Lead [Codeless]
Importing Leads [Codeless]
Managing Duplicate Leads [Codeless]
Exporting Leads [Codeless]
4.0 Adding a Note to a Lead [Codeless]
How to Add Tags to Leads and Contacts [Codeless]
Creating Saved Searches for your Leads [Codeless]
How Leads Can Create Saved Searches [Codeless]
Editing a Plan [Codeless]
Creating a New Email Template [Codeless]
Adding single or multiple leads to a plan [Codeless]
Autoresponders [Codeless]
Creating and Managing Your Email Blasts [Codeless]
Creating a New Drip Campaign [Codeless]
What Can Site Visitors Do With an Account? [Codeless]
CRM: Managing Custom Views [Codeless]
CRM Guide [Codeless]
Routing Leads From Other Sources to Your Placester Account [Codeless]
Setting up Integrations
Classic
Open Home Pro®
About Open Home Pro®
Downloading Open Home Pro®
Downloading Open Home Pro® onto multiple devices
Systems that run Open Home Pro®
Updating Billing Information/Canceling Your Account
Upgrading to Android Version 4.2
How to Run an Open House
Ensuring Visitors only have Access to the Open Home Pro® App during an Open House
How to run an Open House as a Broker
Necessary Data Connection needed when using Open Home Pro®
Starting an Open House in Open Home Pro®
Open Home Pro® Support Videos
[Video] How to Export and Sort Open Home Pro® Leads for iOS
[Video] How to Create a Listing on Open Home Pro® For Android™
[Video] How to Create a Listing on Open Home Pro® For iOS
[Video] How to Edit Listings for iOS
[Video] How to Edit Listings for Android™
[Video] How to Change Your Account Settings
[Video] How to Run an Open House on Open Home Pro® for iOS
[Video] How to Run an Open House on Open Home Pro® for Android™
Everything You Need to Know About Customized Questions for Open Home Pro®
[Video] How to Export and Sort Open Home Pro® Leads for Android™
Creating/Editing Listings
Editing an Existing Listing
Creating a Listing
Sharing a Listing
Editing/Removing Listing Images
Uploading Photos to a Listing
Scheduling an Open House
Removing a Listing
Settings
How do I add custom questions in Open Home Pro®?
How do I change my Open Home Pro® email address?
I forgot my Open Home Pro® password, how do I reset it?
Can I remove questions from displaying?
How do I include my contact information in the email followup?
Can I make questions mandatory?
How do I change the order of Open Home Pro® questions?
FAQ
Open Home Pro® support discontinued for iPad versions 3.9.2 and earlier
How do I upload photos when I get an Album Error? (iPad users)
What do I do if the Open Home Pro® App crashes or logs me out?
Why are changes made in the app or web not appearing in the other location?
Adjusting iPad keyboard shortcuts when the Continue button is blocked
Open Home Pro billing may appear as "Placester"
Unable to Export leads from the iPad version of Open Home Pro
How to install the newest version of Open Home Pro for iPads
Privacy: What happens to my leads?
Open Home Pro® is crashing after upgrading to the latest version, what do I do?
Differences between free Open Home Pro® and Open Home Pro® Premium
Does Open Home Pro® integrate into other CRMs?
Leads
How to configure your Mail App for lead export
How do I email a lead individually?
Managing your Leads on Open Home Pro
Exporting Leads with Open Home Pro
How to Add Leads as Contacts for iPad
How to sync leads on Open Home Pro
Automated Emails
Accessing RealSatisfied Through Your Placester Dashboard [Classic]
Integrating Your RealSatisfied Account [Classic]
Codeless
Advanced Website Customization
Classic
Lead Text Notifications Using Gmail [Classic]
[Video] Embedding A PDF or File To A Page [Classic]
Custom pages for recent sales/open houses [Classic]
Adding a GIF To Your Home Slideshow [Classic]
Tricks for Speeding up a Slow Website [Classic]
Adding Facebook Messenger to your site [Classic]
Adding a Chat Widget to Your Site [Classic]
Adding Google Tag Manager [Classic]
Adding a Google Maps location to your Contact page [Classic]
Adding a Logo to Your Site's Footer [Classic]
Codeless
Advance Broker Customization
Classic
Branding Your Dashboard With Your Company Logo [Classic]
Invite Agents to your Broker Subscription [Classic]
[Video] Creating an Agents Page [Classic]
Creating an Agents Roster Page on Your Office Site [Classic]
Removing an Agent from your Broker Account [Classic]
How To Order Agents within your Agent Index Page [Classic]
Creating an Office Page [Classic]
Codeless
Invite Agents to your Broker Subscription [Codeless]
Removing an Agent from your Broker Account [Codeless]
Assigning leads from your brokerage site to your agents [Codeless]
4.0 Viewing a Lead's Saved Searches and Favorite Properties [Codeless]
Creating an Agents Page [Codeless]
Creating an Office Page [Codeless]
Keller Williams Edition
RE/MAX Edition
NAR Edition
How To
Information
General
NAR Edition: Editing the About page
NAR Edition: Global filters
NAR Edition: Adding a Testimonials Page
NAR Edition: Creating a new Account
NAR Edition: Requesting IDX
NAR Edition: Adding Social Networks
NAR Edition: Basic Lead Capture
NAR Edition: Blog Posts
NAR Edition: Pointing Your Custom Domain To Your Placester Site
NAR Edition: Adding Certification Logos to the Footer of Your Site
NAR Edition: Chicago vs. Highland
NAR Edition: Viewing Your Slideshow
[Video] NAR Edition: Editing your subdomain
Highland Theme
NAR Edition's Highland Theme: Editing Contact Details
NAR Edition's Highland Theme: Featured Listings
NAR Edition's Highland Theme: Editing An Area Page
Chicago Theme
Other Topics
Publishers
Campaigns
Trouble Publishing a Publisher Featured Agent Ad?
Creating a Community Page or Homepage Slideshow Ad for Publishers
Creating a Listing Search Widget
Creating an Autogenerated (Bulk) Widget Campaign
Creating a Featured Agent Ad for Publishers
Campaign Ad Image Requirements
Creating a Spotlight Listing Ad for Publishers
Publisher FAQs
Assets Required to Set up Placester Publisher Campaigns
Native Publisher Ads FAQ
Creating a Search Listing Campaign
Creating a Featured Office Ad for Publishers
How to Resize and Crop Headshots [Codeless]
Creating an Autogenerated (Bulk) Search Campaign
Campaign Manager FAQ for Publishers
Website
Listings FAQ
Providing Placester Custom Header & Footer Code
Menu FAQ
Creating an External Home Search Widget
Populating Community Pages
Promoting Your New Real Estate Section
Publishers: How to Launch Your Placester Real Estate Section
Feeds FAQ
Placester homepage: Publisher Real Estate News RSS
Launching Your Site FAQ
Community Pages FAQ
For Publishers: How to Report a Missing Listing
How to Resize and Crop Images
Display Ads FAQ
Compliance
Customizer
Customizer: Creating a Blog Post [Codeless]
Customizer: Adding your Google Analytics Tracking ID, AdWords Conversion Label and ID [Codeless]
Customizer: Using Custom Lead Capture[Codeless]
Customizer: Adding a Chat Widget to Your Site [Codeless]
Customizer: Editing an Existing Page [Codeless]
Customizer: Mapping your GoDaddy Domain to Placester [Codeless]
Leveraging Video Modules on Your Codeless Website
How to add your Logo to the Header & Footer [Codeless]
Customizer: Adding HTML to a Page [Codeless]
Customizer: Creating a New Page [Codeless]
Customizer: Adding a Meta Description & Meta Title to your Home Page [Codeless]
Defining Modules and Widgets in Codeless
Customizer: Adding Videos to Pages and Posts [Codeless]
How to Setup Modules, Manage their Options, and Build Module Presets [Codeless]
Customizer: Adding Photos to Pages and Blog Posts [Codeless]
- All Categories
- Leveraging Placester's Simple CRM
- Classic
- Lead Management
- Creating Groups [Classic]
Creating Groups [Classic]
This article will show you how to create groups within the Leads feature of your Placester account.
What is a Group?
A Group is a collection of agents that you've grouped together for managing leads. A Group could consist of agents from the same office, a team who work in a specific area, or a sales or rental team.
CRM > Groups
To find your groups, go to the App icon and click the CRM tab, then scroll down to Groups on the lefthand side.
Creating a Group
To create a new Group, click the gray + (plus) button.
First, give the Group a name, select a Source, choose a Plan and click Save.
Once the Group has been created. You will receive a routing email to route leads from an outside source.
If you have a Broker Subscription with us, you have the ability to add Agents to the group. If you would like to add Agents, just scroll down and click the + sign next to Agents on the Groups page then select the Agents you want to add to the Group and click Save when finished.
Your new Group is complete.
Need More Help?
If you have additional questions about adding your logo, let our support team know at support@placester.com.
How did we do?
[Video] How to Add Tags to Leads and Contacts [Classic]
Adding a Note to a Lead [Classic]
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