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Adding Properties to Your CRM
Adding Properties to Your CRM
Updated over 4 months ago

Step 1. Click on the Properties tab and select New.

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Select the type of property you want to create.

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Default Record Types are listed below, and hold information and fields specific to the property type that you choose:

  • Office

  • Industrial

  • Land

  • Multifamily

  • Portfolio

  • Retail

Step 2. After clicking Next, fill out the fields. Note that certain information is required when creating a new property (e.g. Property Name). Provide as much information as you can about the property.

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If you do not have all the property information available at this time, no worries. You can always edit the record at a later date.

Click Save when done.

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