Customer Portfolio

Clicking on customer portfolio will bring up all the saved listings under four categories: 

  • Proposed 
  • To Be Seen
  • Favor
  • Dismissed 

You can tap on the Listing Tile to access Listing Page or click on menu button to preform one of the following operations: 

Move to Group: Changes listing position within portfolio. 

Add to Customer Itinerary: Prompts you to pick Date and Time for appointment. 

Delete from Portfolio: Removes the listing entirely 

Share Listing: Allows you to send a short URL to listing webpage. 

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