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The below video reviews the Contacts module within Customer Relationship Management (CRM), specifically creating a new contact and attaching it to a property!

In this video, you'll:

  • Learn the multiple ways to create a contact

  • Learn how to attach the contact to a property


  • 0:00 Intro

  • 0:22 Creating A Contact From Quick Menu

  • 1:14 Creating a Contact from the Contact Module

  • 2:03 Attaching a Contact to A Property

  • 2:38 Creating a Contact from A Property

  • 3:01 Creating a Contact from the Edit Property Screen

  • 3:47 Important Information!

  • 4:14 Review

Training Video

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