Adding Properties to a Portfolio
Portfolios are a DASH Pro exclusive feature. To upgrade from a Basic Subscription, click here. For instructions on how to update your subscription, see the article "How to Manage Your DASH Subscription".
Portfolios are collections of properties that you can create to share directly with clients. Portfolios may contain a single property or multiple properties. Once the portfolio is shared, you can track how many times it is viewed, and how the client reacted.
Navigate to a Property
- Log into your DASH Account
Click on the "Properties" menu on the left side of the page
The "Properties" page link in the left-side menu. The "Properties" page link in the left-side menu. - Browse to the property you want to add to the portfolio
- Add the property with either of the two methods below.
Adding Properties to a Portfolio from Property Search Results
Click on the folder icon to add the property to a portfolio from the DASH search results page without going into the property details.
*NOTE: The folder icon only appears when the cursor is over a property.
Click the folder icon that appears when the mouse is over a property to that property to a portfolio without going into the property details. Click the folder icon that appears when the mouse is over a property to that property to a portfolio without going into the property details. - Continue with the instructions in the "Adding to an Existing, or Creating a New Portfolio" Section.
Adding a Property to a Portfolio from the Property Details Page
- Navigate to a property following the instructions above.
Click the "Add to Portfolio" button on the right-side of the Property Highlights.
To add a property to a portfolio from the property details page, click the "Add to Portfolio" button to the right of the property highlights. - Continue with the instructions in the "Adding to an Existing, or Creating a New Portfolio" Section.
Adding to an Existing, or Creating a New Portfolio
Add the property to an existing portfolio or create a new portfolio by typing in the new portfolio name and clicking "Create".
Click on the "Folder Name" box to either select the name of an existing portfolio from a drop-down or start typing the name of a new portfolio. Click on the "Folder Name" box to either select the name of an existing portfolio from a drop-down or start typing the name of a new portfolio. Select an existing portfolio from the dropdown or type in the name for a new portfolio and click "Create". Select an existing portfolio from the dropdown or type in the name for a new portfolio and click "Create". Once you have selected the existing portfolio or the name of the new portfolio you just created, click "Add".
After the existing or new portfolio is selected and shown in the "Folder Name" field, click the "Add" button to finish adding the property to the portfolio. After the existing or new portfolio is selected and shown in the "Folder Name" field, click the "Add" button to finish adding the property to the portfolio. You will see a confirmation message at the top-right corner of the screen letting you know that the property has been added to the portfolio successfully.
The confirmation message shown when the property has been added to a portfolio successfully.