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Practical guides for running SoftPro.

Setup notes, workflow guides, AI usage, document handling and publishing checks for agencies using SoftPro CRM.

SoftPro AI

Best matchesNext actionsProperty storiesPermission scope

PropertiesClientsMatchesDeals

Agency foldersPrivate foldersSharingStorage limits

Agency brandingProperty pagesViewingsContact pages

ChannelsPortalsXML feedsReadiness checks

RolesPermissions2FAAudit recovery

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