Contacts & Properties

Learn about Contacts and Properties, what they're useful for and how to manage them

13 articles in this collection
Written by Aimee, Paullette, and Shannon

Contacts

Creating a New Contact

Learn how to create a new contact that you can then add to leads.

Written by Aimee
Updated over a week ago

How to Update a Contact Card from a Lead or Process Page

Learn how to add information to the contacts on a lead or process right from that page.

Written by Shannon
Updated over a week ago

Adding Contacts to a Lead

Learn how to link one or more contacts to a lead record.

Written by Aimee
Updated over a week ago

Properties

Creating a New Property

Learn how to create a new property that you can then add to leads.

Written by Aimee
Updated over a week ago

Adding Properties to a Lead

Learn how to link one or more properties to a lead.

Written by Aimee
Updated over a week ago

Multi-unit Properties - How to Use Units

Learn how to use the new unit feature for multi-unit properties!

Written by Aimee
Updated over a week ago

How to Edit Property Information

Learn how to edit your property's information once the property has been already created.

Written by Paullette
Updated over a week ago

Removing/Merging Contacts & Properties

How do I Remove a Contact or Property from a Lead?

Learn how to remove a contact from a lead if you added it accidentally.

Written by Aimee
Updated over a week ago

How do I Delete a Contact or Property Entirely?

Learn how to delete a contact or property entirely.

Written by Aimee
Updated over a week ago

Merging Leads, Contacts, and Properties

Learn how to merge Leads, Contacts or Properties if you have duplicates in your account.

Written by Aimee
Updated over a week ago

Advanced

Managing User Permissions for Contacts & Properties

Admins - learn what types of permissions you can give or restrict with contacts and properties.

Written by Aimee
Updated over a week ago

Searching for Leads, Contacts, and Properties

Learn how to navigate search between leads, contacts, and properties, and learn some helpful keyboard shortcuts.

Written by Aimee
Updated over a week ago

Filtering by Custom Field

Learn how to filter your lead, contact, and property lists by custom field.

Written by Aimee
Updated over a week ago