Add a Property

How to add properties and edit property details

The tutorial below will show you how to add one or more real estate properties for a contact. After you create a property, you can add more property details such as the home type, size specifications, price values and upload file attachments.

Note: a contact's primary mailing address, which is used for mailing labels, is separate from Properties. The mailing address located under the "Contact Information" section by the contact's phone number and email address.

How to Add a Property

Here's how to add a property for a contact. You can add multiple properties for a contact by repeating the following steps.           

Click Add a property.

Select Home type. If the type is not available from the drop down menu, type it into the field.

Search property address, or enter manually.

Optional: add a short description

Click Save.

Add or Edit Property Details

Click the three dots next to the property.

Choose Edit property.

Edit or add the Basic info for the property.

Click the menu tabs to edit the Property values and upload Files.

All changes are auto-saved.