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 Properties Defined

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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