Link/add properties to a contact

By linking properties to owners, you create a powerful information network that boosts your productivity and saves you time. Here’s how it works:

Two Ways to Link:

1. Link from Contact: Find the contact you’re working with and locate the “Link a Property” button. Choose the property you want to associate with them.
2. Link from Property: Locate the specific property and look for the “EDIT” button. Under the “CONTACTS” tab, select “Add Owner” and add or create the relevant contact from the options.

Benefits of Linking:

• Effortless Organisation: No more juggling information across different sources. Everything’s centralised for easy access.
• Streamlined Workflow: Automated updates based on contact status save you valuable time and keep your data accurate.
• Personalised Communication: Access linked property information to tailor your interactions with each contact.

PLEAE NOTE:
PropertyList does not have access to any contacts, property documents, or pipeline info. This ensures that your information remains secure within your office. However, please be careful when deleting any items, as we are unable to retrieve deleted information either.