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How to Publish a Price List for a Development in Housing Market CRM

Tutorial 135 of 181 · 36 s

Open the product

A price list in Housing Market CRM sets the price of every unit in a development at once, from a date you choose. You prepare it as a draft, check it, and publish it; publishing updates the units and the list can no longer be changed. This tutorial opens Price lists, starts a new list, reviews a draft and publishes it.

In this tutorial you will learn

  • What a price list is for
  • How to prepare a new list as a draft
  • How to check the prices before publishing
  • What happens when a list is published

Follow along: the steps

  1. Open Price lists in a project.
  2. One list sets every unit's price at once.
  3. New price list: a name and a date it takes effect.
  4. On a draft, click View prices to check it.
  5. Then Publish list.
  6. The units now carry the new prices. The list is read-only from here.