# Units

## Overview

The **Units** tab is the main view for browsing and selling available units. Units are displayed as cards with photos and key details.

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## Who Sees What

<table id="bkmrk-user-role-what-they-"><thead><tr><th>User Role</th><th>What They See</th></tr></thead><tbody><tr><td>**Salesman**</td><td>Available units only (not sold/held/reserved by others).</td></tr><tr><td>**Operations / Financial / Top Management**</td><td>All units including sold, held, and reserved. Also sees additional action buttons.</td></tr></tbody></table>

> The unit card only appears to a salesman when the unit has **not been assigned** to another pipeline stage. Once a hold is confirmed by any salesman, the unit disappears from all other clients' views and from the salesman's Units tab.

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## Unit Card Information

Each unit card shows:

- Unit photo / rendered image
- Unit name (Building - Segment - Unit Code)
- Unit Price / Deal Price / Closing Price
- Bedroom, Bathroom, Space, Floor, Segment
- Current pipeline stage label (e.g., Contract, Confirm Reservation)

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/8W1image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/8W1image.png)

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## Unit Card Action Buttons

### For Sales

<table id="bkmrk-button-icon-descript" style="width: 100%;"><thead><tr><th style="width: 7.51192%;">Button</th><th style="width: 5.00795%;">Icon</th><th style="width: 87.5199%;">Description</th></tr></thead><tbody><tr><td style="width: 7.51192%;">**View to Client**</td><td style="width: 5.00795%;">👁 Eye</td><td style="width: 87.5199%;">Shows the unit to a client in their client-facing interface. Multiple salesmen can show the same unit to multiple clients simultaneously — this is just a view, no action is taken. Once any salesman confirms a hold on the unit, it disappears from all other clients' views automatically.</td></tr><tr><td style="width: 7.51192%;">**Compare**</td><td style="width: 5.00795%;">—</td><td style="width: 87.5199%;">Compare this unit side by side with another unit.</td></tr></tbody></table>

### For Operations / Top Management (additional)

<table id="bkmrk-button-description-q" style="width: 100%;"><thead><tr><th style="width: 19.0819%;">Button</th><th style="width: 80.9579%;">Description</th></tr></thead><tbody><tr><td style="width: 19.0819%;">**Quick Hold**</td><td style="width: 80.9579%;">Use when the buyer has **no existing client profile or lead** in the CRM. Creates a new client profile on the spot and moves the unit to the Hold stage for that client. Two client types can be created: **Regular Client** or **Broker Client** — the distinction affects how the client is tracked and reported in the system.</td></tr><tr><td style="width: 19.0819%;">**Quick Reserve**</td><td style="width: 80.9579%;">Use when the buyer **already exists** as a client in the CRM. Moves the unit directly to the Reservation stage.</td></tr><tr><td style="width: 19.0819%;">**Edit**</td><td style="width: 80.9579%;">Edit the full unit details.</td></tr><tr><td style="width: 19.0819%;">**Custom Payment Plan**</td><td style="width: 80.9579%;">Override the standard payment plan for this specific unit.</td></tr><tr><td style="width: 19.0819%;">**Custom Maintenance**</td><td style="width: 80.9579%;">Set custom maintenance fees for this unit.</td></tr><tr><td style="width: 19.0819%;">**Facilitate**</td><td style="width: 80.9579%;">Add a facilitation option to this unit.</td></tr><tr><td style="width: 19.0819%;">**Freeze**</td><td style="width: 80.9579%;">Freeze the unit — prevents any sales actions on it.</td></tr><tr><td style="width: 19.0819%;">**Select Payments**</td><td style="width: 80.9579%;">Choose which global payment methods apply to this unit. Go to **Setup → Payment Methods** to manage global payment methods.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/WSmimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/WSmimage.png)

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## Available Filters

<table id="bkmrk-filter-description-u"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Unit Name**</td><td>Search by unit name.</td></tr><tr><td>**Delivery Date**</td><td>Filter by expected delivery date.</td></tr><tr><td>**Position**</td><td>Filter by unit position.</td></tr><tr><td>**Bedroom**</td><td>Filter by number of bedrooms.</td></tr><tr><td>**Type**</td><td>Filter by unit type (e.g., Apartment, Villa).</td></tr><tr><td>**Unit Code**</td><td>Filter by unit code.</td></tr><tr><td>**View**</td><td>Filter by view type (e.g., Pool View, Garden View).</td></tr><tr><td>**Finishing**</td><td>Filter by finishing type (e.g., Fully Finished, Core &amp; Shell).</td></tr><tr><td>**Project**</td><td>Filter by project name.</td></tr><tr><td>**Floor**</td><td>Filter by floor number.</td></tr><tr><td>**Building**</td><td>Filter by building name.</td></tr><tr><td>**Building Segments**</td><td>Filter by segment within a building.</td></tr><tr><td>**Project Type**</td><td>Filter by project type.</td></tr><tr><td>**Status**</td><td>Filter by unit status (Pending, Under Construction, Completed, Resale).</td></tr><tr><td>**Salesman**</td><td>Filter by assigned salesman.</td></tr><tr><td>**Phase**</td><td>Filter by project phase.</td></tr><tr><td>**Unit Delivery Date**</td><td>Filter by unit delivery date.</td></tr><tr><td>**Space**</td><td>Filter by unit space in sqm.</td></tr><tr><td>**Price**</td><td>Filter by price range.</td></tr><tr><td>**Meter Price**</td><td>Filter by price per meter.</td></tr><tr><td>**Bathroom**</td><td>Filter by number of bathrooms.</td></tr><tr><td>**State**</td><td>Filter by pipeline state.</td></tr></tbody></table>

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## Unit Fields (Edit)

<table id="bkmrk-field-required-descr" style="width: 93.2143%; height: 572.375px;"><thead><tr style="height: 30.125px;"><th style="width: 30.976%; height: 30.125px;">Field</th><th style="width: 9.49074%; height: 30.125px;">Required</th><th style="width: 59.3072%; height: 30.125px;">Description</th></tr></thead><tbody><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Name**</td><td style="width: 9.49074%; height: 30.125px;">✅</td><td style="width: 59.3072%; height: 30.125px;">Unit name.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Segment**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">The building segment this unit belongs to.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Floor**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Floor number or name.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Delivery Date**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Expected delivery date.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Status**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Pending / Under Construction / Completed / Resale.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Brokers**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Assign broker access to this unit.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Details**</td><td style="width: 9.49074%; height: 30.125px;">✅</td><td style="width: 59.3072%; height: 30.125px;">Unit description/details.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**List In Inventory Integration**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Include this unit in external inventory integrations.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Maximum Discount Limit (NPV) %**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Maximum discount allowed for NPV calculations.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Minimum Installment (NPV) %**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Minimum installment percentage for NPV calculations.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Select Payment**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Select applicable payment methods from the global list.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Add Payment Method**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Override the standard payment plan for this specific unit.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Facilities**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Add facility items: Name, Amount, Payment Method.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Maintenance**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Add maintenance fees: Name, Amount, Payment Method, Payment Type.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Files**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Upload supporting documents.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Videos**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Upload unit videos.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Gallery**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Upload unit photos.</td></tr><tr style="height: 30.125px;"><td style="width: 30.976%; height: 30.125px;">**Contract Appendix Images**</td><td style="width: 9.49074%; height: 30.125px;">Optional</td><td style="width: 59.3072%; height: 30.125px;">Images appended to the unit contract.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/VTiimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/VTiimage.png)