Contacts & Properties

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

12 articles in this collection
Written by Aimee and Paullette

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

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

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

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