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104: Properties - Searching and Editing Existing Properties

Aspire Software avatar
Written by Aspire Software
Updated over 10 months ago

The below video reviews the Properties module within Customer Relationship Management (CRM), specifically searching and editing existing properties!

In this video, you'll:

  • Search for existing properties

  • Understand important fields on the property record

  • Learn how to edit properties

Sections

  • 0:00 Intro

  • 0:23 What is a Property?

  • 0:34 Searching Properties

  • 2:20 Breaking Down Property Fields

  • 4:48 Editing the Property

  • 4:57 Breaking Down Property Fields in Edit Mode

  • 8:24 Bulk Actions with Properties

  • 9:45 Review

Training Video

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