Top Producer® X CRM: Adding a Property

Keep track of a contact’s primary and secondary properties by adding them to the contact record. You can import the property from your MLS, or add the property manually by following the steps below.

Importing a Property

  1. Click Add Property in the Properties tab of the contact record.

  2. Start typing in the address of the property you would like to import, then click on the property when it appears in the search results.

  3. On the Contact Properties form, fill in any required information that was not automatically filled in, and any other information as desired.
  4. Click Save Property to save the property to the contact record.

Adding a Property Manually

  1. Click Add Property in the Properties tab of the contact record.

  2. Click Add Manually.
  3. Fill in the property details, such as address and purchase date.
  4. Click Save Property to save the property to the contact record.

Once saved, properties will be viewable under the Properties tab of the contact record. Click the Edit icon to make changes to the property, the Delete icon to delete the property, or the Add transaction icon to create a transaction.

To set a secondary property as the primary, click the Mark as primary property icon . Primary properties cannot be deleted.

 

Log in to add properties


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