Create a new Property from a Contact Record.
Streamline user workflows by creating new properties straight from the CRM, creating an association between the property and the contact.
💡Things to Consider
When adding a property from the contact record, the association between the property and contact is made via the contacts tab/contacts panel.
It is not currently possible to associate the contact to the deal/property via a "Related To" field.
⚙️Steps
- Navigate to any contact record.
- Select the + icon in the "Properties" panel.
- Enter the Property details.
- Select Save.
- The associated contact can be viewed on the property on a contact panel. If the property layout does not have a contact panel, one can be added by selecting "Edit Layout".
