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How to share property listings with clients in Brixit CRM

A share groups listings behind a client-facing link. Use it to present a property or shortlist, control which information appears and manage the link afterwards.

Before you start: you need access to the listings and permission to share them. Review the property descriptions, photos and availability before making a share.

1. Start from a listing

  1. Open Property → Listings.
  2. Find the property you want to share.
  3. Open its row’s Actions menu and select Share Listing.
  4. Check the selected-listing count in the dialog.

2. Create a new share

  1. Leave Create a new share selected.
  2. Enter a useful Name, such as “Marina apartment shortlist”.
  3. Select Create to create the share and open its details.

Share Listing dialog with Create a new share selected, a Name field and Create button

An unsaved share. Creating it is the step that creates the client-facing collection.

On the share’s detail page, review these settings:

SettingWhat to decide
Price and company informationWhether these should appear to the recipient.
Lead captureWhether to enable the share’s lead-capture option.
ExpiryHow long the share should remain available.
AgentWhich agent should represent the collection.
Theme, language and currencyThe default presentation and the language/currency choices offered to visitors.

Save your settings, then use Preview to inspect the result. Check the included listings and visible information before selecting Copy Link and sending it through your chosen communication channel. Treat the link as something its recipient can forward.

4. Add another property to the same share

  1. Return to Property → Listings and find the next property.
  2. Open Actions → Share Listing.
  3. Select Add to an existing share.
  4. Choose the collection in Existing share and select Add.
  5. Open Property → Shares, select the collection and check its listing list and preview.

Share Listing dialog with Add to an existing share selected, Existing share selector and Add button

Use the existing-share option to extend a shortlist instead of creating a separate link.

Manage a share after sending it

Open Property → Shares, or use the Shares button on the Listings page. The list shows each share’s status, listing count and views. Open a share to review its settings, copy its link or remove a property from the collection.

Use the row’s Pause action when you need to stop access, and Resume when it should be available again. Check its expiry as well: resuming a share does not remove an expired date. Removing a listing from a share changes the collection; it does not delete the underlying listing record.

If something does not work

What you seeWhat to check
Share Listing is unavailableAsk an administrator to check your sharing permission and access to that listing.
Existing collection is not selectedChoose the correct share before pressing Add.
A link is unavailableCheck whether the share is paused or expired.
The preview shows unexpected informationReview visibility, agent, language and currency settings, save them and preview again.

Related: Create a listing · Inquiries · All CRM guides.