LINK CONTACT TO PROPERTY

Real Estate Leads can be lost in the sea of your database very easily. To avoid missing a lead, its best to always link them to the property that have inquired about. 

How to link a contact to property

Option 1

• Login to the WE ARE REALTY CRM
• Add the Contact/Lead or click into the contact profile
• Select the property tab
• Click the “Link Property” button
• Select the property, property type and click save

How to link a contact to property

Option 2

• Login to the WE ARE REALTY CRM
• Add the Property to click into the selected property
• Scroll to down and click the “Link contact to property” button
• Select the property, property type and click save