GeneralExploring Properties
How to Log and Manage Property Information
Record your contact's property details effectively
How to Log and Manage Property Information
Track every step of a client's real estate journey—from what they are looking for to the home they eventually sell or buy.
Phase 1: Adding a Property Record
- Navigate to Properties: From any contact profile, click the Properties tab.
- Choose Status: Click + Add Property and select the appropriate category: Home for Selling, Looking For, or Home Closed.
- Detail the Listing: For a home being sold, enter the address, square footage, and special features like "Patio" or "Outdoor Kitchen."
Phase 2: Managing Search Criteria
- Input Preferences: For clients who are "Looking For," enter their Location Preferences and Desired Features (e.g., "Smart kitchen, two floors").
- Set Budget: Define the Minimum and Maximum price range to filter potential matches.
- Finalize: Click Save Search Criteria to store these preferences for your future searches.