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Contacts & Properties
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