Set estate-agent company social links
Store Facebook, Instagram, WhatsApp and website links where exposed.
Where to goProperties Management → Property Operations → Real Estate Agents → open company → Edit
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Store Facebook, Instagram, WhatsApp and website links where exposed.
- Validate external URLs before saving.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Validate external URLs before saving.
Check it worked
The saved identity, relationship and status match the intended account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Validate external URLs before saving.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.