# Broker CRM

Manage developer relationships, property owners, and resale listings — send leads to developers, browse primary units, and run the full selling pipeline from show to contract.

# Broker CRM

## Overview

The **Broker CRM** is a dedicated set of modules designed for broker companies to manage their own inventory, clients, and developer relationships — all from within the same CRM. A broker uses these modules to list resale units, track primary developer projects, send leads to developers, and manage the owners of the properties they work with.

---

## Module Structure

The Broker CRM consists of three modules:

<table id="bkmrk-module-sections-desc"><thead><tr><th>Module</th><th>Sections</th><th>Description</th></tr></thead><tbody><tr><td>**Network**</td><td>Developers, Owners, Sent CILs Log</td><td>Manage developer companies and property owners, and track leads sent to developers.</td></tr><tr><td>**Primary Units**</td><td>Projects, Unit Types, Project Units History</td><td>Browse and sell primary developer units directly from within the CRM.</td></tr><tr><td>**Resale**</td><td>Resale Units, Resale Units Table, Resale Units History</td><td>List and manage resale units submitted by owners.</td></tr></tbody></table>

---

## Module Pages

<table id="bkmrk-page-description-net"><thead><tr><th>Page</th><th>Description</th></tr></thead><tbody><tr><td>**Network — Developers**</td><td>Adding and managing developer companies.</td></tr><tr><td>**Network — Owners**</td><td>Adding and managing property owners and their resale units.</td></tr><tr><td>**Network — Sent CILs Log**</td><td>Sending leads to developers and tracking sent CILs.</td></tr><tr><td>**Primary Units — Projects**</td><td>Developer projects, phases, and unit types.</td></tr><tr><td>**Primary Units — Unit Types &amp; Selling**</td><td>Browsing unit types, viewing units, and the selling pipeline.</td></tr><tr><td>**Primary Units — Project Units History**</td><td>Full action log for all primary units.</td></tr><tr><td>**Resale — Resale Units**</td><td>Listing, accepting, and selling resale units.</td></tr><tr><td>**Resale — Resale Units Table &amp; History**</td><td>Table view and full action log for resale units.</td></tr><tr><td>**Locations Setup**</td><td>Managing location hierarchy used across the Broker CRM.</td></tr></tbody></table>

# Network — Developers

## Overview

The **Developers** section is where you add and manage the developer companies you work with. Each developer record stores their contact details, contract information, and branding assets.

---

## The Developers List

The list shows all developers with the following columns:

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Developer company name.</td></tr><tr><td>**Address**</td><td>Company address.</td></tr><tr><td>**Phone**</td><td>Primary phone number.</td></tr><tr><td>**Contact 2**</td><td>Secondary contact name and mobile.</td></tr><tr><td>**Contact 3**</td><td>Third contact name and mobile.</td></tr><tr><td>**Email**</td><td>Primary email address.</td></tr><tr><td>**Description**</td><td>Any notes or description about the developer.</td></tr><tr><td>**Actions**</td><td>Edit or Delete the developer.</td></tr></tbody></table>

Available actions: **Search**, **Add New +**, **Export**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/9Zoimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/9Zoimage.png)

---

## Adding a Developer

Click **Add New +** and fill in the following fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Developer company name.</td></tr><tr><td>**Contact Name**</td><td>Optional</td><td>Primary contact person's name.</td></tr><tr><td>**Phone**</td><td>Optional</td><td>Primary phone number.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Primary mobile number.</td></tr><tr><td>**Contact 2 Name**</td><td>Optional</td><td>Secondary contact name.</td></tr><tr><td>**Contact 2 Mobile**</td><td>Optional</td><td>Secondary contact mobile.</td></tr><tr><td>**Contact 3 Name**</td><td>Optional</td><td>Third contact name.</td></tr><tr><td>**Contact 3 Mobile**</td><td>Optional</td><td>Third contact mobile.</td></tr><tr><td>**Website**</td><td>Optional</td><td>Developer's website URL.</td></tr><tr><td>**Email**</td><td>✅</td><td>Primary email address.</td></tr><tr><td>**Alternate Developer Emails**</td><td>Optional</td><td>Additional emails — enter multiple separated by commas.</td></tr><tr><td>**Address**</td><td>Optional</td><td>Company address.</td></tr><tr><td>**Description**</td><td>Optional</td><td>Notes about the developer.</td></tr><tr><td>**Deal**</td><td>Optional</td><td>Any deal details with this developer.</td></tr><tr><td>**Start Date**</td><td>Optional</td><td>Deal start date.</td></tr><tr><td>**End Date**</td><td>Optional</td><td>Deal end date.</td></tr><tr><td>**Header**</td><td>Optional</td><td>Header content for documents related to this developer.</td></tr><tr><td>**Footer**</td><td>Optional</td><td>Footer content for documents related to this developer.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach relevant documents.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Developer company logo.</td></tr></tbody></table>

# Network — Owners

## Overview

**Owners** are individuals or entities who own properties and want to sell or rent them. You add them to the CRM and their resale units are automatically linked to their profile.

> 💡 **Important:** When a salesman creates an owner, only **that salesman** can see the owner and their units — owners are not shared across the team. This is by design: owners typically contact the salesman directly, the salesman adds them to the system, and then presents their units to interested buyers on their behalf.

> 💡 **Note for Resale:** Owner details (name, contact info) are **not visible** on the resale unit card itself — the unit is shown without revealing the owner's identity. Interested buyers ask the salesman, who then connects them with the owner privately. This protects the owner's information and keeps the salesman central to the deal.

---

## The Owners List

The list shows all owners with the following columns:

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Owner's name.</td></tr><tr><td>**Salesmen**</td><td>The salesman(s) assigned to this owner.</td></tr><tr><td>**Address**</td><td>Owner's address.</td></tr><tr><td>**Mobile**</td><td>Primary mobile number.</td></tr><tr><td>**Additional Mobiles**</td><td>Any extra mobile numbers.</td></tr><tr><td>**Email**</td><td>Email address.</td></tr><tr><td>**Type**</td><td>Owner type (e.g., Person).</td></tr><tr><td>**Description**</td><td>Notes about the owner.</td></tr><tr><td>**Creation Date**</td><td>When the owner was added.</td></tr><tr><td>**Actions**</td><td>Edit or Delete.</td></tr></tbody></table>

Available actions: **Search**, **Add New +**, **Send Bulk SMS**, **Send Bulk Email**, **Export**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/oFmimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/oFmimage.png)

---

## Adding an Owner

Click **Add New +** and fill in the following fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Owner's full name.</td></tr><tr><td>**Type**</td><td>Optional</td><td>Owner type — e.g., Person.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Primary mobile number.</td></tr><tr><td>**Additional Mobiles**</td><td>Optional</td><td>Add extra mobile numbers using the Add button.</td></tr><tr><td>**Email**</td><td>✅</td><td>Email address.</td></tr><tr><td>**Address**</td><td>Optional</td><td>Owner's address.</td></tr><tr><td>**Description**</td><td>Optional</td><td>Notes about the owner.</td></tr><tr><td>**Deal**</td><td>Optional</td><td>Any deal details with this owner.</td></tr><tr><td>**Start Date**</td><td>Optional</td><td>Deal start date.</td></tr><tr><td>**End Date**</td><td>Optional</td><td>Deal end date.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach relevant documents.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Owner's photo or logo.</td></tr><tr><td>**Salesmen**</td><td>✅</td><td>Assign one or more salesmen to this owner.</td></tr></tbody></table>

> 💡 You can assign multiple salesmen to one owner and filter the owners list by salesman.

---

## Owner Profile

Clicking on an owner opens their profile, which shows all their details and a **Resale Units** section at the bottom — listing all units this owner has submitted, with View, Accept, and Compare buttons on each unit.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/6Euimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/6Euimage.png)

---

## Limit Add Owners

You can limit how many owners a salesman is allowed to add. To set this:

1. Go to **Roles &amp; Users → Users**.
2. Open the user's profile (Edit User).
3. Set the **Limit Add Owners** field to the maximum number allowed. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/cmNimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/cmNimage.png)

> ⚠️ Once a salesman reaches their limit, they cannot add new owners until the limit is raised or an existing owner is removed.

# Network — Sent CILs Log

## Overview

The **Sent CILs Log** tracks every CIL (Client Information Letter) you've sent to a developer from within a lead. It gives you a complete record of which leads were shared with which developers, by whom, and when.

---

## How to Send a CIL to a Developer

1. Open the **lead** you want to send to a developer.
2. Click the **Send** button on the lead. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/dP0image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/dP0image.png)
3. The **Send Leads Via Emails** screen opens.
4. Fill in the following:

<table id="bkmrk-field-description-se"><thead><tr><th>Field</th><th>Description</th></tr></thead><tbody><tr><td>**Select Developer**</td><td>Choose the developer company to send this lead to.</td></tr><tr><td>**Another Developer Email**</td><td>Add extra developer emails if needed — separated by commas.</td></tr><tr><td>**CC**</td><td>Add CC recipients — separated by commas.</td></tr><tr><td>**Copy**</td><td>Check to send a copy to yourself.</td></tr><tr><td>**Select Fields**</td><td>Choose which lead data fields to include in the email (e.g., Agent Name, Agent Mobile, lead name, mobile, email, Lead ID, etc.). Each field has a checkbox — check it to include it.</td></tr></tbody></table>

5. Click **Send** to submit. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/S7gimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/S7gimage.png)

Once sent, the CIL appears in the **Sent CILs Log** tab.

---

## The Sent CILs Log List

<table id="bkmrk-column-description-d"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Date/Time**</td><td>When the CIL was sent.</td></tr><tr><td>**Developer Name / Recipients Emails**</td><td>The developer and the email addresses it was sent to.</td></tr><tr><td>**Lead Name**</td><td>The name of the lead that was sent.</td></tr><tr><td>**Country Code**</td><td>The lead's country code.</td></tr><tr><td>**Lead Mobile**</td><td>The lead's mobile number.</td></tr><tr><td>**Lead Email**</td><td>The lead's email address.</td></tr><tr><td>**Lead ID**</td><td>The marketing Lead ID attached to the lead.</td></tr><tr><td>**User (Sender)**</td><td>The CRM user who sent the CIL.</td></tr><tr><td>**Reminder**</td><td>Button to set a follow-up reminder for this CIL.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/KxMimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/KxMimage.png)

---

## Setting a Reminder

Click **Set Reminder** on any CIL entry to schedule a follow-up. A popup appears where you set:

- **Date** — the reminder date.
- **Time** — the reminder time. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/7Hwimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/7Hwimage.png)

Click **Set** to save the reminder.

---

## Available Filters

<table id="bkmrk-filter-description-d"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Developer Name**</td><td>Filter by developer company.</td></tr><tr><td>**Recipient Email**</td><td>Filter by the email the CIL was sent to.</td></tr><tr><td>**Date**</td><td>Filter by sent date (From / To).</td></tr><tr><td>**User**</td><td>Filter by the CRM user who sent the CIL.</td></tr><tr><td>**Leads ID**</td><td>Filter by marketing Lead ID.</td></tr><tr><td>**Projects**</td><td>Filter by project.</td></tr><tr><td>**Broker Projects**</td><td>Filter by broker project.</td></tr></tbody></table>

# Primary Units — Projects

## Overview

The **Projects** section lists all developer projects you have access to. Each project is organized into **Phases**, and each phase contains **Unit Types** with the actual units available for sale.

---

## The Projects List

Projects are displayed as cards. Each card shows the project name and three action buttons:

<table id="bkmrk-button-description-p"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Phases** (🏠 icon)</td><td>Opens the project's phases.</td></tr><tr><td>**Units** (icon)</td><td>Goes directly to the unit types inside this project.</td></tr><tr><td>**Edit** (✏️ icon)</td><td>Edit the project details.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/tbIimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/tbIimage.png)

Available actions: **Search**, **Add New +**.

---

## Adding a Project

Click **Add New +** and fill in the following fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Developer Name**</td><td>✅</td><td>The developer company this project belongs to.</td></tr><tr><td>**Name**</td><td>✅</td><td>Project name.</td></tr><tr><td>**Start Price From**</td><td>✅</td><td>Starting price for units in this project.</td></tr><tr><td>**Description**</td><td>✅</td><td>Project description.</td></tr><tr><td>**About**</td><td>Optional</td><td>Additional information about the project.</td></tr><tr><td>**Location**</td><td>✅</td><td>Project location — searchable on map with lat/lon.</td></tr><tr><td>**Payment Systems**</td><td>✅</td><td>Available payment methods.</td></tr><tr><td>**Prices Range**</td><td>Optional</td><td>Price range for units.</td></tr><tr><td>**Maintenance**</td><td>Optional</td><td>Maintenance fees (EGP).</td></tr><tr><td>**Finishing**</td><td>Optional</td><td>Finishing type (e.g., finished).</td></tr><tr><td>**Down Payment**</td><td>Optional</td><td>Down payment percentage or amount.</td></tr><tr><td>**Duration Months**</td><td>Optional</td><td>Payment duration in months.</td></tr><tr><td>**Delivery Date**</td><td>✅</td><td>Expected delivery date.</td></tr><tr><td>**Code**</td><td>✅</td><td>Project code.</td></tr><tr><td>**Purpose**</td><td>Optional</td><td>Investment / Housing / For Children / Vacation.</td></tr><tr><td>**Facilities**</td><td>Optional</td><td>Available facilities (e.g., Garage, Club).</td></tr><tr><td>**Building Area**</td><td>Optional</td><td>Total building area.</td></tr><tr><td>**Tags**</td><td>Optional</td><td>Tags for categorization.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach documents.</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach video links.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Upload project photos.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Project logo or featured image.</td></tr></tbody></table>

---

## Filters

<table id="bkmrk-filter-description-p"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Price**</td><td>Filter by price range (From / To).</td></tr><tr><td>**Location**</td><td>Filter by location.</td></tr></tbody></table>

---

## Project Phases

Clicking the **Phases** button on a project card opens the **Project Phases** screen, showing all phases within that project as cards with:

- Phase name and tag.
- Three action buttons: **Units** (opens unit types in this phase), **Edit**, **Delete**. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/Cfbimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/Cfbimage.png)

### Adding a Phase

Click **Add New +** and fill in:

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Phase name.</td></tr><tr><td>**Tag**</td><td>Optional</td><td>A tag for this phase.</td></tr><tr><td>**Details**</td><td>✅</td><td>Phase details.</td></tr><tr><td>**Description**</td><td>✅</td><td>Phase description.</td></tr><tr><td>**Purpose**</td><td>Optional</td><td>Investment / Housing / For Children / Vacation.</td></tr><tr><td>**Facilities**</td><td>Optional</td><td>Available facilities in this phase.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach documents.</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach video links.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Upload phase photos.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Phase logo or featured image.</td></tr></tbody></table>

# Primary Units — Unit Types & Selling

## Overview

**Unit Types** are the types of units within a project phase (e.g., Villa, Twin). Each unit type contains the individual units available for sale. From here you can view units, show them to clients, and move them through the selling pipeline.

---

## Unit Types List

Unit types are displayed as cards showing the type name and tag. Each card has:

<table id="bkmrk-button-description-v"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**VIEW**</td><td>Opens the unit type's full details and units list.</td></tr><tr><td>**Edit** (✏️)</td><td>Edit the unit type.</td></tr><tr><td>**Delete** (🗑️)</td><td>Delete the unit type.</td></tr></tbody></table>

Available action: **Project --&gt; Phase --&gt; add New Project Units +**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/12Gimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/12Gimage.png)

---

## Adding a Unit Type

Scroll down inside a phase and click **Add New Project Unit**. Fill in the following fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Unit type name (e.g., B-112 Villa).</td></tr><tr><td>**Type**</td><td>✅</td><td>Select the unit type (e.g., Villa, Twin, Apartment).</td></tr><tr><td>**Details**</td><td>✅</td><td>Description of the unit type.</td></tr><tr><td>**Payments Description**</td><td>✅</td><td>Payment terms description.</td></tr><tr><td>**Availability**</td><td>✅</td><td>Whether the unit is available.</td></tr><tr><td>**Finishing**</td><td>Optional</td><td>Finishing type.</td></tr><tr><td>**Space fields**</td><td>Optional</td><td>Net Area, Garden Space, Roof Space, Price From, Price To, Direction, View — add one row per unit size/variant using **Add Units**.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach documents.</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach video links.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Upload unit photos.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Unit logo or featured image.</td></tr></tbody></table>

> 💡 The additional fields entered here (Space, Price From, Price To, Direction, View, etc.) are applied to all units within this unit type. Each row in the units table represents a specific unit variant.

---

## Viewing Unit Type Details

Clicking **VIEW** on a unit type opens its full details page showing:

- Unit Number, Type, Project Name, Phase Name, Details, Progress status.
- A **Units** table with all unit variants — each row shows: Space, Net Area, Garden Space, Roof Space, Price From, Price To, Direction, View, and action buttons.
- **Additional Fields** section for any custom fields.
- **Edit**, **Share**, **Share to Facebook** buttons at the top right.

### Unit Row Actions

<table id="bkmrk-button-description-v-1"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**VIEW**</td><td>Show this unit to a client — opens the selling pipeline.</td></tr><tr><td>**👁️**</td><td>Quick view of unit details.</td></tr><tr><td>**+ Field**</td><td>Add a custom field to this unit.</td></tr><tr><td>**History**</td><td>View the full action history of this unit.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/krPimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/krPimage.png)

---

## The Unit Types Tab

Accessible from the project view, the **Unit Types** tab shows all unit types across all phases of the project in one list, with the same card layout and filters.

### Available Filters

<table id="bkmrk-filter-description-s"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Space**</td><td>Filter by space range (From / To).</td></tr><tr><td>**Date**</td><td>Filter by date range.</td></tr><tr><td>**Price**</td><td>Filter by price range (From / To).</td></tr><tr><td>**Bedroom**</td><td>Filter by number of bedrooms.</td></tr><tr><td>**Bathroom**</td><td>Filter by number of bathrooms.</td></tr><tr><td>**Status**</td><td>Filter by unit status.</td></tr><tr><td>**Position**</td><td>Filter by unit position.</td></tr><tr><td>**Type**</td><td>Filter by unit type.</td></tr><tr><td>**View**</td><td>Filter by view type.</td></tr><tr><td>**Finishing**</td><td>Filter by finishing type.</td></tr><tr><td>**Project**</td><td>Filter by project.</td></tr></tbody></table>

---

## Selling a Primary Unit — The Pipeline

When you click **VIEW** on a unit row, the selling pipeline opens. The pipeline has 3 stages:

```
Show → Hold → Contract

```

### Show Stage

The unit is shown to the client. Actions available:

<table id="bkmrk-button-description-c"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Confirm &amp; Move to Hold**</td><td>Client confirms interest — moves to Hold.</td></tr><tr><td>**Discard Show**</td><td>Cancel the show — unit returns to available.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/czuimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/czuimage.png)

### Hold Stage

The client has confirmed interest. Fill in the hold details:

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Optional</td><td>Contract date — leave empty to use today's date.</td></tr><tr><td>**Note**</td><td>Optional</td><td>Any note on this hold.</td></tr><tr><td>**Price**</td><td>Optional</td><td>The agreed price.</td></tr><tr><td>**Sales Man**</td><td>Optional</td><td>The salesman responsible.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/JIVimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/JIVimage.png)

Actions:

- **Confirm &amp; Move to Contract** — moves to the Contract stage.
- **Discard Hold** — cancels the hold.

### Contract Stage

The unit is under contract. Action available:

- **Discard Contract** — steps back to Hold.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/ncUimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/ncUimage.png)

> 💡 The pipeline progress bar at the top shows Show / Hold / Contract with a count of units at each stage — click any stage to jump to it.

# Primary Units — Project Units History

## Overview

The **Project Units History** tab provides a complete audit log of all actions taken on all primary units — across all projects and phases. Use it to track every show, hold, contract, price change, and any other activity on any unit.

---

## What You See

<table id="bkmrk-column-description-c"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Client**</td><td>The client associated with the action.</td></tr><tr><td>**User**</td><td>The CRM user who performed the action.</td></tr><tr><td>**Unit**</td><td>The unit the action was performed on.</td></tr><tr><td>**Action**</td><td>The type of action (e.g., Show, Hold, Contract, Change Price).</td></tr><tr><td>**Action Date**</td><td>The date the action was set to take effect.</td></tr><tr><td>**Note**</td><td>Any note recorded with the action.</td></tr><tr><td>**Creation Date/Time**</td><td>When the action was logged in the system.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/HbDimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/HbDimage.png)

Available action: **Search**.

---

## Available Filters

<table id="bkmrk-filter-description-d"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Filter by date range (From / To).</td></tr><tr><td>**Project**</td><td>Filter by project.</td></tr><tr><td>**State**</td><td>Filter by pipeline state (Show, Hold, Contract).</td></tr><tr><td>**Unit**</td><td>Filter by unit name.</td></tr><tr><td>**Client**</td><td>Filter by client name.</td></tr></tbody></table>

> 💡 Use Project Units History to investigate what happened to a specific unit, verify when a deal was confirmed, or review a salesman's activity across all primary units.

# Resale — Resale Units

## Overview

The **Resale Units** section is where all resale properties submitted by owners are listed and managed. Units start in **Pending** status and must be **Accepted** before they can be shown to clients and sold.

> 💡 **Owner Privacy:** The owner's details (name, contact info) are not visible on the resale unit card — the unit is shown without revealing the owner's identity. Interested ask the salesman directly, who then connects them with the owner privately. This keeps the salesman central to the deal and protects the owner's information.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/fXDimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/fXDimage.png)

---

## Selling a Resale Unit — The Pipeline

Once a unit is **Accepted**, click **VIEW** button on the unit card to select client. The process is the same as Primary Units:

```
Show → Hold → Contract

```

### Show Stage

The unit is shown to the client.

<table id="bkmrk-button-description-c"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Confirm &amp; Move to Hold**</td><td>Client confirms interest — moves to Hold.</td></tr><tr><td>**Discard Show**</td><td>Cancel the show — unit returns to available.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/gktimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/gktimage.png)

### Hold Stage

Fill in the hold details:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Optional</td><td>Contract date — leave empty to use today's date.</td></tr><tr><td>**Note**</td><td>Optional</td><td>Any note on this hold.</td></tr><tr><td>**Price**</td><td>Optional</td><td>The agreed price.</td></tr><tr><td>**Sales Man**</td><td>Optional</td><td>The salesman responsible.</td></tr><tr><td>**Broker**</td><td>Optional</td><td>The broker associated with this deal.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/sInimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/sInimage.png)

<table id="bkmrk-button-description-c-1"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Confirm &amp; Move to Contract**</td><td>Moves to the Contract stage.</td></tr><tr><td>**Discard Hold**</td><td>Cancels the hold.</td></tr></tbody></table>

### Contract Stage

The unit is under contract.

<table id="bkmrk-button-description-d"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Discard Contract**</td><td>Steps back to Hold.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/2Ljimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/2Ljimage.png)

---

## The Resale Units List

Units are displayed as cards. Each card shows:

- Unit name, Unit Number, BUA (Built-Up Area), Price, Land Area (if applicable), and Need For (Sale or Rent).
- **Reference No** — the reference number assigned to the unit.
- A status badge: **Pending** or **Accepted**.

### Card Action Buttons

<table id="bkmrk-button-availability-"><thead><tr><th>Button</th><th>Availability</th><th>Description</th></tr></thead><tbody><tr><td>**VIEW**</td><td>All units</td><td>View the unit details and start the selling process.</td></tr><tr><td>**ACCEPT**</td><td>Pending units</td><td>Accept the unit — moves status to Accepted.</td></tr><tr><td>**REJECT**</td><td>Accepted units</td><td>Reject/revert the unit back to Pending status.</td></tr><tr><td>**COMPARE**</td><td>All units</td><td>Compare this unit side-by-side with another unit.</td></tr></tbody></table>

Additional actions per card (bottom row): **Edit**, **Delete**, **View to Client** (eye icon), and a checkbox for bulk selection.

Available top-bar actions: **Export**, **Export PDF**, **Delete**, **Add New +**, **Select Sorting Method**, **Items per page selector**.

---

## Adding a Resale Unit

Click **Add New +** to open the **Add Resale Unit** form:

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Unit name/title.</td></tr><tr><td>**Location**</td><td>✅</td><td>Unit location (from the Locations setup).</td></tr><tr><td>**Zone**</td><td>✅</td><td>Zone within the location.</td></tr><tr><td>**Unit Number**</td><td>✅</td><td>Unit or apartment number.</td></tr><tr><td>**Contract Serial Number**</td><td>Optional</td><td>Contract serial reference.</td></tr><tr><td>**Sources**</td><td>Optional</td><td>Where this listing came from.</td></tr><tr><td>**Reference Number**</td><td>Optional</td><td>External reference number.</td></tr><tr><td>**Type**</td><td>✅</td><td>Unit type (e.g., Villa, Apartment, Twin).</td></tr><tr><td>**Need To**</td><td>✅</td><td>For Sale or For Rent.</td></tr><tr><td>**Payments Description**</td><td>Optional</td><td>Payment terms description.</td></tr><tr><td>**Details**</td><td>Optional</td><td>Unit description.</td></tr><tr><td>**Location on Map**</td><td>Optional</td><td>Search and pin the location on the map.</td></tr><tr><td>**Payment Method**</td><td>Optional</td><td>Cash or installment.</td></tr><tr><td>**Price**</td><td>✅</td><td>Asking price.</td></tr><tr><td>**Currency**</td><td>Optional</td><td>Currency (default: EGP).</td></tr><tr><td>**Buyer Commission Percentage**</td><td>Optional</td><td>Commission % for the buyer's agent.</td></tr><tr><td>**Transfer Fees**</td><td>Optional</td><td>Transfer/registration fees.</td></tr><tr><td>**Position**</td><td>Optional</td><td>Unit position.</td></tr><tr><td>**View**</td><td>Optional</td><td>View type (e.g., Pool View, Garden View).</td></tr><tr><td>**Delivery State and Condition**</td><td>Optional</td><td>Finishing/delivery condition.</td></tr><tr><td>**Delivery Year**</td><td>Optional</td><td>Expected delivery year.</td></tr><tr><td>**Ready to Deliver**</td><td>Optional</td><td>Toggle if ready for immediate delivery.</td></tr><tr><td>**Owner**</td><td>✅</td><td>The owner of this unit (from the Owners list).</td></tr><tr><td>**Salesmen**</td><td>Optional</td><td>Assign specific salesmen — leave empty to make visible to all salesmen.</td></tr><tr><td>**Campaign**</td><td>Optional</td><td>Marketing campaign linked to this listing.</td></tr><tr><td>**Lead ID**</td><td>Optional</td><td>Marketing Lead ID.</td></tr><tr><td>**Developer**</td><td>Optional</td><td>The developer associated with this unit (if primary).</td></tr><tr><td>**Primary Project**</td><td>Optional</td><td>The primary project this unit belongs to.</td></tr><tr><td>**Primary Phase**</td><td>Optional</td><td>The phase within the primary project.</td></tr><tr><td>**Rent Price**</td><td>Optional</td><td>Rental price (if for rent).</td></tr><tr><td>**Paid**</td><td>Optional</td><td>Amount already paid by the current owner.</td></tr><tr><td>**Resale Payment Type**</td><td>Optional</td><td>Type of resale payment arrangement.</td></tr><tr><td>**Garage Fees**</td><td>Optional</td><td>Garage fees.</td></tr><tr><td>**Original Price**</td><td>Optional</td><td>Original purchase price paid by the owner.</td></tr><tr><td>**Client Over**</td><td>Optional</td><td>Any amount the client overpaid.</td></tr><tr><td>**Club Fees**</td><td>Optional</td><td>Club membership fees.</td></tr><tr><td>**Delivery Payment**</td><td>Optional</td><td>Outstanding delivery payment.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach documents.</td></tr><tr><td>**Private Files**</td><td>Optional</td><td>Private documents (restricted visibility).</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach video links.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Upload unit photos.</td></tr><tr><td>**Featured Unit**</td><td>Optional</td><td>Mark as a featured listing.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Unit featured image.</td></tr></tbody></table>

---

## Available Filters

<table id="bkmrk-filter-description-u"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Unit ID**</td><td>Filter by unit ID.</td></tr><tr><td>**Space**</td><td>Filter by space range.</td></tr><tr><td>**Last Update Date**</td><td>Filter by last update date range.</td></tr><tr><td>**Price**</td><td>Filter by price range.</td></tr><tr><td>**Bedroom / Bathroom**</td><td>Filter by number of bedrooms/bathrooms.</td></tr><tr><td>**Creation Date**</td><td>Filter by creation date range.</td></tr><tr><td>**Creators**</td><td>Filter by who created the listing.</td></tr><tr><td>**Down Payment**</td><td>Filter by down payment range.</td></tr><tr><td>**Installment Period**</td><td>Filter by installment period.</td></tr><tr><td>**Remaining Amount**</td><td>Filter by remaining amount.</td></tr><tr><td>**Status**</td><td>Filter by unit status.</td></tr><tr><td>**Position / Floor Type / View**</td><td>Filter by physical characteristics.</td></tr><tr><td>**Need For**</td><td>Filter by Sale or Rent.</td></tr><tr><td>**Type**</td><td>Filter by unit type.</td></tr><tr><td>**Unit Number**</td><td>Filter by unit number.</td></tr><tr><td>**Location**</td><td>Filter by location.</td></tr><tr><td>**Owners**</td><td>Filter by owner.</td></tr><tr><td>**Agents / Responsibility**</td><td>Filter by assigned agent.</td></tr><tr><td>**State**</td><td>Filter by pipeline state.</td></tr><tr><td>**Campaign Name / Lead ID**</td><td>Filter by marketing info.</td></tr><tr><td>**Developer**</td><td>Filter by developer.</td></tr><tr><td>**Primary Project / Phase**</td><td>Filter by primary project or phase.</td></tr><tr><td>**Payment Type / Rent Price / Paid**</td><td>Filter by payment details.</td></tr><tr><td>**Garage Fees / Original Price / Client Over / Club Fees / Delivery Payment**</td><td>Filter by financial fields.</td></tr></tbody></table>

# Resale — Resale Units Table & History

## Overview

The Resale section has two additional views beyond the card view — the **Resale Units Table** and the **Resale Units History**. Both give you different ways to review and audit resale unit data.

---

## Resale Units Table

The **Resale Units Table** displays the exact same data as the Resale Units card view, but in a spreadsheet-style table format — useful for reviewing many units at once or exporting data.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/eBximage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/eBximage.png)

### Columns

<table id="bkmrk-column-description-i"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**ID**</td><td>Internal unit ID.</td></tr><tr><td>**Name**</td><td>Unit name/title.</td></tr><tr><td>**Creator**</td><td>The user who created the listing.</td></tr><tr><td>**Owner**</td><td>The owner of the unit.</td></tr><tr><td>**Contract**</td><td>Contract reference, if any.</td></tr><tr><td>**Unit Number**</td><td>Unit or apartment number.</td></tr><tr><td>**Owner Type**</td><td>Type of owner (e.g., Person).</td></tr><tr><td>**Details**</td><td>Unit description.</td></tr><tr><td>**Sources**</td><td>Lead source attached to this listing.</td></tr><tr><td>**Location**</td><td>Unit location.</td></tr><tr><td>**Creation Date/Time**</td><td>When the listing was created.</td></tr><tr><td>**Payment Details**</td><td>Payment method and terms.</td></tr><tr><td>**Status**</td><td>Current status (e.g., Available).</td></tr><tr><td>**Position**</td><td>Unit position.</td></tr><tr><td>**Price**</td><td>Asking price.</td></tr><tr><td>**BUA**</td><td>Built-up area.</td></tr><tr><td>**Land Area**</td><td>Land area (if applicable).</td></tr><tr><td>**Last Unit Note**</td><td>Most recent note on the unit.</td></tr><tr><td>**Campaign ID / Lead ID**</td><td>Marketing info.</td></tr><tr><td>**Developer Name**</td><td>Associated developer.</td></tr><tr><td>**Primary Project Name / Phase Name**</td><td>Primary project and phase.</td></tr><tr><td>**Rent Price / Paid / Resale Payment Type**</td><td>Financial details.</td></tr><tr><td>**Garage Fees / Original Price / Client Over / Club Fees**</td><td>Additional financial fields.</td></tr></tbody></table>

Available actions: **Export**, **Export PDF**, **Delete**, **Add New +**, **Select Sorting Method**, **Search**.

The same filters from the Resale Units card view apply here.

---

## Resale Units History

The **Resale Units History** tab provides a full audit log of all actions taken on all resale units.

### What You See

<table id="bkmrk-column-description-c"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Client**</td><td>The client associated with the action.</td></tr><tr><td>**User**</td><td>The CRM user who performed the action.</td></tr><tr><td>**Unit**</td><td>The resale unit the action was performed on.</td></tr><tr><td>**Action**</td><td>The type of action (e.g., Show, Created, Reference number changed, Field updated).</td></tr><tr><td>**Action Date**</td><td>The date the action took effect.</td></tr><tr><td>**Note**</td><td>Any note recorded with the action.</td></tr><tr><td>**Creation Date/Time**</td><td>When the action was logged.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/BC0image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/BC0image.png)

Available action: **Search**.

### Available Filters

<table id="bkmrk-filter-description-d"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Filter by date range (From / To).</td></tr><tr><td>**Project**</td><td>Filter by project.</td></tr><tr><td>**Unit**</td><td>Filter by unit name.</td></tr><tr><td>**Owner**</td><td>Filter by owner.</td></tr><tr><td>**State**</td><td>Filter by pipeline state.</td></tr><tr><td>**Client**</td><td>Filter by client name.</td></tr></tbody></table>

> 💡 Use Resale Units History to investigate the full lifecycle of a specific unit — from the moment it was created to every edit, show, and deal stage it went through.

# Locations Setup

## Overview

**Locations** is where you define the location hierarchy used across the Broker CRM — when adding a resale unit or project, the Location field draws from this list. Locations are organized in a parent-child tree (e.g., Egypt → New Cairo → 1st Settlement → Banafseg).

---

## How to Access

Go to **Setup → Locations**.

---

## The Locations List

<table id="bkmrk-column-description-c"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Code**</td><td>An optional numeric code for the location.</td></tr><tr><td>**Name**</td><td>The location name.</td></tr><tr><td>**Parent**</td><td>The parent location this entry belongs to.</td></tr><tr><td>**Actions**</td><td>Edit or Delete.</td></tr></tbody></table>

Available actions: **Search**, **Add New +**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/LePimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/LePimage.png)

---

## Adding a Location

Click **Add New +** and fill in:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Location name (e.g., New Cairo, 1st Settlement, Banafseg).</td></tr><tr><td>**Parent**</td><td>Optional</td><td>Select the parent location this entry sits under in the hierarchy. Leave empty for top-level locations.</td></tr></tbody></table>

Click **Create** to save.

> 💡 Build the hierarchy from top to bottom. Example: First create "Egypt", then create "New Cairo" with Parent = Egypt, then create "1st Settlement" with Parent = New Cairo, and so on.

> ⚠️ Locations used in existing resale units or projects cannot be deleted — remove the association first before deleting the location.