PropVerse

Agency Onboarding

Intake · Progress tracking · Automatic agency notifications

📁 Storage: Google Drive · parent folder 1KeLW…d6OxO
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1 Agency details

2 Agents 0 added

Profile pictures upload to /agents/ inside the agency's Drive subfolder.

3 Current CRM

4 Property portals

5 Company website

Uploaded files land in /website-guidelines/ inside the agency's Drive subfolder.

No file — if none uploaded, a design discovery meeting will be scheduled.

6 Optional add-ons Free to use

7 Notes

Uploads → Google Drive · Milestone emails → agency contacts.
Uses your Apps Script Web App as the write endpoint.
👤 PropVerse staff only. Mark each milestone as it completes. Notifications go to the agency primary contact plus additional notification emails. Every milestone is appended to /milestones/log.txt inside the agency's Drive subfolder.
No recipients set yet.
1
PropVerse account setup
Workspace created, agents provisioned, CRM migrated
Pending
2
Company website build
Rebuilt/migrated site draft ready internally
Pending
3
Ready for agency review
Sends review link for sign-off
Pending
4
Live / go-live
Account & website officially live
Pending

📜 Activity log

No activity yet.