Codes: L014, C042 and the rest
Every listing, client, collection and, at a brokerage, builder, team member and promotion has a short code your team can quote. Clients never see them.
Who it is for
Every planBrokerage ownerBrokerage adminBrokerage agentIndependent agent
Where to find it
- Brokerage dashboard: Listings
- Agent dashboard: Listings
How to do it
The code sits beside the name on each list and page: L for listings, C clients, K collections; at a brokerage also D builders, U team members, P promotions.
Press a code to copy it, then paste it into a chat with your team.
Type a code into a page's search box to go straight to it (L14 finds L014), or give it to Claude.
Codes are numbered in the order things were added and are never reused. Clients see a listing's WS- reference, never these codes.
Or ask Claude
“Open client C042”
With the Lead Brunch connector, Claude does the same from a sentence. How the connector works
More in Getting started
- Find your way aroundThe menu on the left (the ☰ button on a phone) holds every page, with your pinned pages and recent ones at the top and a search for pages and records.
- Set your name, mobile number and photoClients see your name, number and photo on every link you send, so set them first.
- Speak instead of typingEvery notes box in the dashboard has a microphone: press it, speak, and the words are typed in.