Create a new property without having to move between modules to save your team time and clicks.
Streamline user workflows by creating new properties straight from the CRM, creating an association between the property and the company/contact.
💡Things to Consider
The association between the company and the property will be made on a property custom field, a "Related To - Company" field.
If multiple "Related To - Company" fields exist on the property, TermSheet will automatically select the first field in the list (alphabetically).
⚙️Steps
- Navigate to any company record.
- Select the + icon in the "Properties" panel.
- Enter the Property details.
- Select Save.
- To view the association between the Company and the Property, add the "Related To- Company" field to the property layout.
