Saving a Site#

There are two ways to save properties in Pillar: saving individual parcels as projects in your CRM pipeline, and saving search results as lists for bulk operations.

Saving a single parcel to your pipeline#

When viewing a property's details panel on the map:

1. Click the Save Parcel button in the header
2. A dropdown appears showing your pipeline statuses (e.g., "Lead," "Reviewing," "Under Contract")
3. Select a status — the parcel is immediately saved as a project

Once saved, the parcel appears in your Projects pipeline (the Kanban board). From the property details panel you can:

• Change the project status at any time
• Add labels for organization
• View and add activity notes
• Access the project in your CRM via View in CRM

Save Multiple#

The Save Multiple button (next to Save Parcel) opens an assemblage builder that lets you save multiple adjacent parcels together as a single project.

Saving search results to a list#

After running a bulk search, you can save all matching parcels to a list:

1. Click Save to list at the bottom of the results sidebar
2. Edit the list name (auto-generated from your search parameters)
3. Click Save — up to 50,000 parcels per list

Lists are lightweight collections stored in the Lists section of the workspace. Each list shows a table with: owner, address, county, acres, sale price, zoning, contacts, and project status.

Lists vs. Projects#

• Lists are collections of parcels for batch operations — skip tracing, exporting, or sending mail. They don't have statuses or activity history.
• Projects are individual CRM records with a pipeline status, activity feed, contacts, labels, and deal-tracking fields like budget, close date, and purchase price.

You can promote any parcel from a list to a project. In the list detail table, use the Project column to assign a pipeline status — this creates the project automatically.

What you can do from a list#

From the list detail view:

• Skip Trace selected parcels to find owner contact info
• Send Mail to property owners via direct mail
• Export CSV to download the data
• Create a Project from selected parcels to add them to your pipeline
• Filter by skiptraced vs. not skiptraced status