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.

  1. Log into your DASH Account

  2. Click on the "Properties" menu on the left side of the page

    Screenshot of the DASH Properties page with the Properties link to get there highlighted.
    The "Properties" page link in the left-side menu.
    Magnified screenshot of the DASH Properties page with the Properties link to get there highlighted.
    The "Properties" page link in the left-side menu.

  3. Browse to the property you want to add to the portfolio
  4. Add the property with either of the two methods below.

Adding Properties to a Portfolio from Property Search Results


  1. 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.

    Screenshot of the mouse cursor over a property's folder icon. Click the folder icon to add the property to a portfolio from the search results page without opening 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.
    Screenshot of the mouse cursor over a property's folder icon. Click the folder icon to add the property to a portfolio from the search results page without opening 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.


  2. 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


  1. Navigate to a property following the instructions above.

  2. Click the "Add to Portfolio" button on the right-side of the Property Highlights.

    Screenshot of the property details page. Click on the Add to Portfolio button to the right of the property highlights to add the property to a portfolio.
    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.

  3. 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


  1. Add the property to an existing portfolio or create a new portfolio by typing in the new portfolio name and clicking "Create".

    Screenshot of the Add Property to a Portfolio pop-up box. Click on the Folder Name field to select an existing portfolio from the dropdown box, or type the name for a new portfolio and click 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.
    Magnified screenshot of the Add Property to a Portfolio pop-up box. Click on the Folder Name field to select an existing portfolio from the dropdown box, or type the name for a new portfolio and click 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.
    Side-by-side screenshots of the Add Property a Portfolio dialogue box. One shows selecting an existing portfolio name from a dropdown, the other shows typing in a name for a new portfolio and clicking create.
    Select an existing portfolio from the dropdown or type in the name for a new portfolio and click "Create".
    Magnified side-by-side screenshots of the Add Property a Portfolio dialogue box. One shows selecting an existing portfolio name from a dropdown, the other shows typing in a name for a new portfolio and clicking create.
    Select an existing portfolio from the dropdown or type in the name for a new portfolio and click "Create".

  2. Once you have selected the existing portfolio or the name of the new portfolio you just created, click "Add".

    Screenshot of a portfolio selected and shown in the Folder Name field. Once your existing or newly created portfolio is selected, click Add to finish adding the property to that 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.
    Magnified screenshot of a portfolio selected and shown in the Folder Name field. Once your existing or newly created portfolio is selected, click Add to finish adding the property to that 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.

  3. 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.

    Screenshot of the confirmation message shown when the property has been added to a portfolio successfully.
    The confirmation message shown when the property has been added to a portfolio successfully.
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