Set Up and Manage Listings CRM in Proxi Places

Log in to Proxi.

Navigate to Manage.

Click into the Listing section to open the Listings CRM.

Use this area as the central hub for all place-related data.

Use Listings CRM as the single source of truth for place data.

Centralize information that powers Proxi maps, activations, and other Proxi assets.

Allow place owners to log into their portal and manage forward-facing information from one location.

Go to Properties.

Add the fields your team needs for each listing.

Choose whether each field is:

Select the correct data type for each property, such as:

Reorder fields so they appear in the most useful sequence.

After creating the required fields, import your existing data.

Bring data in from sources such as:

Map each imported column to the matching property in Proxi.

Confirm the records appear correctly after import.

Add contacts to each place record.

Invite contacts to edit their place through the portal.

Use one of these methods:

Confirm the contact receives access to the correct place.

Click into any place record to manage its details.

Use available tools to:

Update any custom properties added earlier within the record.

Select multiple place records when changes apply to more than one location.

Click Bulk Edit to update records efficiently.

Enable Show Image Column if you need to review images while editing.

Use bulk actions to:

Open Settings.

Locate the sign-up form used for public listing submissions.

Ensure all custom properties appear in the form so submitters provide the required information.

Edit the form layout and appearance as needed.

Review incoming submissions and approval notifications.

Enable the public page for each business if you want a mini website to appear.

Confirm the page displays the forward-facing information stored in the database.

Allow the business owner to publish or share the page with their audience.

Edit public-facing details as needed to keep the page accurate and current.

Use the export option when you need a copy of all listing information.

Add places one by one if you are not importing in bulk.

Use manual entry for small updates or new records that do not require a full import.

Verify field visibility carefully: Make sure each property is marked correctly as internal-facing or external-facing before publishing.

Map import columns accurately: Incorrect column-to-property mapping can cause bad data to appear in records.

Review public page content before enabling: Once enabled, the page may be visible to the public and business owners.

Use bulk edit cautiously: Bulk changes can affect many records at once, so confirm selections before saving.

Check permissions and contact access: Only invite the correct owner/contact to edit a place record.

Confirm submission form fields: If a property is missing from the sign-up form, public submissions may not capture needed data.

Build your property list first so imports and forms are consistent.

Standardize field names and data types before importing from spreadsheets or other CRMs.

Use bulk edit for repetitive updates across many locations.

Keep internal notes in the record to reduce back-and-forth with owners.

Enable the public page only after reviewing the displayed information.

Use the export feature regularly for backups or reporting.

For help, contact [email protected].