Navigating the Platform

Your Dashboard and Cloud Library are the heart of your Lystmark experience. Here’s how to move around the platform confidently.

Cloud Dashboard

The Dashboard is your central hub for accessing everything inside Lystmark Cloud.

From the Dashboard, you can:

• View your stored Records

• Switch to Table View for a spreadsheet-style view (Available on the Professional Plan and Higher)

• Use the Create Function to add new items to your library

(Your) Cloud Library

Your Cloud Library is where all your property records live.

What You’ll Find:

• All of your Records

• Your Folders

• Your Contacts (Professional Plan+)

• Search options

• Record previews and full record views
  
  

Create Function

Click Create to add items to your Cloud Library, such as:

• Sale Record

• Lease Record

• Folder

• Contact (Available on the Professional Plan and Higher)

Record Windows & Navigation

Every Record Card opens and acts like its own window.
You can open multiple records, switch between tabs, and make edits from inside the Expanded View.