Source: https://www.brixit.io/docs/crm-shares

# 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](https://www.brixit.io/images/docs/modules/shares-create.jpg)](https://www.brixit.io/images/docs/modules/shares-create.jpg)

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

## 3. Review settings before sending the link

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

| Setting | What to decide |
| --- | --- |
| Price and company information | Whether these should appear to the recipient. |
| Lead capture | Whether to enable the share's lead-capture option. |
| Expiry | How long the share should remain available. |
| Agent | Which agent should represent the collection. |
| Theme, language and currency | The 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](https://www.brixit.io/images/docs/modules/shares-add-existing.jpg)](https://www.brixit.io/images/docs/modules/shares-add-existing.jpg)

*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 see | What to check |
| --- | --- |
| Share Listing is unavailable | Ask an administrator to check your sharing permission and access to that listing. |
| Existing collection is not selected | Choose the correct share before pressing Add. |
| A link is unavailable | Check whether the share is paused or expired. |
| The preview shows unexpected information | Review visibility, agent, language and currency settings, save them and preview again. |

Related: [Create a listing](https://www.brixit.io/docs/crm-listings) · [Inquiries](https://www.brixit.io/docs/crm-inquiries) ·
[All CRM guides](https://www.brixit.io/docs/crm-overview).
