Outcome
You will apply the least restrictive safe access option, test the visitor path, and confirm identified activity reaches CRM.
Navigation path
Listing Hub > Listings or Access & leads
Access
Listing access may be set by permitted listing managers. Company-wide inquiry and NDA settings require company-management permission.
On this page
What you will accomplish
Short animated UI capture. No audio.
Goals
- Choose the correct access level
- Test the complete signed-out journey
- Find the resulting CRM contact and activity
Visitor access paths
Higher-control gates add identity, agreement, or owner approval before protected access.
Visitor opens listing
Open access
Email identity
NDA signature
Manual approval
- Visitor opens listingOpen access
- Visitor opens listingEmail identity
- Visitor opens listingNDA signature
- NDA signatureManual approvalWhen required
Before you start
Data, sources, and access to prepare
- A listed property
- An approved access policy
- A safe external test email address
Prepare these details
- Classify what is public and what is protected
- Confirm approved NDA and qualification questions
- Choose who reviews approval requests
- Prepare a fictional test identity that your team controls
Complete the task
- 1
Open the property access control
Listing Hub > Listings
Open the access selector for the intended property.
Expected result: The available access options appear for that listing.
If this does not happen: Confirm listing-management permission if the control is disabled.
- 2
Select one access option
Listing access selector
Choose Open, Email, NDA, or Approval.
Expected result: The row shows the selected access policy.
If this does not happen: Use NDA & Access settings before selecting an NDA option when the agreement is not ready.
- 3
Set inquiry visibility
Listing Hub > Access & leads
Set the public inquiry-form toggle to the approved state.
Expected result: Public property pages follow the company inquiry setting.
If this does not happen: Ask an Admin when the company-level control is unavailable.
- 4
Review NDA questions
Settings > NDA & Access
Review the company qualification questions when NDA access is used.
Expected result: The questions match the intended qualification process.
If this does not happen: Remove unnecessary questions before testing the visitor flow.
- 5
Open the public listing
Listing row > public preview
Open the property page while signed out.
Expected result: The selected gate appears before protected material.
If this does not happen: Clear the test browser session or use a private window if prior access bypasses the gate.
- 6
Complete the test gate
Public property page
Submit the one test access flow with the controlled identity.
Expected result: The viewer receives the expected access or pending-approval state.
If this does not happen: Read the exact failure before changing production settings.
- 7
Find the CRM activity
CRM > Leads or Contacts
Search for the test email address.
Expected result: The unified contact shows the identified inquiry or access context.
If this does not happen: Allow processing to finish and confirm the test used an identity-collecting gate.
Access-level reference
| Access | Visitor requirement | Identified CRM activity |
|---|---|---|
| Open | No identity gate for permitted content | Anonymous views do not identify a person |
| Provide and verify the required identity details | Creates or updates the contact and event | |
| NDA | Complete identity and agreement steps | Creates or updates the contact, signature, and event |
| Approval | Complete the gate and wait for owner approval | Creates or updates the contact and pending request |
Verify before you finish
- The intended property has the intended access option
- The inquiry-form state is correct
- NDA questions are approved
- The signed-out visitor path was completed
- Identified test activity appears on the expected CRM contact
Troubleshooting and next steps
The visitor bypasses the gate during testing.
Likely cause: The browser may retain prior access or an owner session.
- Use a private signed-out window.
- Test with a new controlled email address.
No CRM contact appears.
Likely cause: Open access does not identify a visitor, or event processing may not be complete.
- Confirm the test used Email, NDA, Approval, or the inquiry form.
- Search Contacts by the exact test email after processing.
Final verification
- Settings > NDA & Access: The questions match the intended qualification process.
- Listing row > public preview: The selected gate appears before protected material.
- Public property page: The viewer receives the expected access or pending-approval state.
- CRM > Leads or Contacts: The unified contact shows the identified inquiry or access context.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.