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Custom Columns in Portfolio

Create custom columns to manage your land pipeline

From inside of Acres Portfolio, click the small “+” button at the top right side of the panel. 

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You will have number of column options:

  • Single Select
    • Create a “flow” to move your properties through, one stage at a time. Prospecting, under contract, actively listed, closed, lost, owned, annual inspection/treatment, etc.
    • Create a custom label and assign a color to each field.
    • Color Maps by This Column: all the points on your map will change colors to reflect the current label, allowing you to quickly visualize pipeline stages on the map.
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  • Multi Select
      • Create labels for multiple criteria! Crop types, lender name, customer name, irrigation type, or more. Apply multiple labels to each map.
        • Use filters to be able to search for all the maps that contain multiple overlapping criteria, such as “Almonds + John Smith”.
      • Color Maps by This Column: all the points on your map will change the the first label applied to your saved map.
  • Date
      • Add custom dates to track listing, closing dates, site visits, or more.
  • Text
      • Create custom text fields here, such as phone numbers, client names, emails, notes, or links.
  • Numbers
    • Use numbers, dollars, or percentages to track listing vs closed costs, commission rates, tax, etc.