Have property files to manage? The built in CRM will allow you to manage all of your Property files. This video is your go-to guide for navigating and organizing your properties with ease. Whether you're adding a new file or managing dozens, we’ll walk you through the tools that make it simple and efficient.
Here's what we’ll cover:
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Property Overview: Understand how your property files are structured
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Adding Properties: Learn how to create new property records quickly
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Grouping Files: Keep related properties organized and connected
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Inside a Property File: What to expect and how to make the most of it
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Bulk Actions: Save time by managing multiple properties from the list view
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Navigation Tools: Explore the tools available in the left-hand menu for easy access and control
Whether you're just getting started or need a quick refresher, this walkthrough will help you master property management like a pro.
Josh Tobias
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