Create & Edit a Portfolio
Create a Portfolio
What is a Portfolio?
A Portfolio is a place to search for, organize and track parcels.
Click Create New Portfolio in the bottom right side of your screen
You will then be taken to the portfolio screen and can add/edit the parcels in your portfolio
Edit Portfolio Details
Click the Gear wheel icon to open portfolio settings
The Portfolio settings page will pop up on your screen where you can add a portfolio description, change the parcel color, or share your portfolio with others
Edit your portfolio name by double-clicking the text bar at the top of the page next to the gear wheel icon
Name : Edit the Name of your Portfolio
Color: Click on the color block square to define the map fill color of parcels within a Portfolio
CRM Pipeline: Create or assign an existing pipeline to assign a 'stage' to each parcel in your portfolio from the " Stage" column found in Parcels Data
Shared: Share your portfolio amongst your team or partners (requires LandGate access)
Read:
- Can view parcels + parcel details
- Can not add/remove parcels or add notesWrite:
- Can view parcels + parcel details.
- Can add/remove parcels and add notes
Portfolio Notes: Add a note(s) to your portfolio to share more information about the portfolio with colleagues.
Click on "+Add Note" to open up the text box
Click Save Note when you are done adding your notes
