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

Sections

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

Did this answer your question?