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How to Archive and Restore a Property in Housing Market CRM

Tutorial 61 of 181 · 1 min 07 s

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My properties fills up with listings you are no longer working on, and nothing in Housing Market CRM deletes a property. Archiving is the tidy-up instead: this tutorial archives a sold listing from its card, opens the Archived tab to find it again with the date it was archived on, and restores it to the Active list in one click. It also shows the sentence that matters most on that card — archiving changes nothing on the portal, so a listing that is live on your country portal stays live and keeps taking enquiries until you withdraw it there.

In this tutorial you will learn

  • Where the Active and Archived tabs are
  • How to archive a listing from its card
  • What archiving does to the portal listing
  • How to find an archived listing again
  • How to restore one to your active list

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click My properties in the left menu.
  3. Your list has two tabs: Active and Archived.
  4. This condo is sold, so it does not belong on the active list.
  5. Click Archive on its card.
  6. Archiving… — and it leaves the list. Nothing is deleted.
  7. Open the Archived tab.
  8. The card notes the date it was archived on.
  9. And the line that matters: the portal listing is untouched.
  10. It is still live on the portal until you withdraw it there.
  11. Changed your mind? Click Restore.
  12. The archive is empty again.
  13. Back on Active…
  14. …the listing is back, exactly as it was.