Start with a Contact
Create a property from a Contact and identify the Buyer, Seller or Renter relationship. Seller covers the owner relationship without adding an extra role.
Transactions
A property belongs in the context of the people connected to it. Keep the address, listing details, photos and files with the Contact relationship, through the transaction and beyond.
Properties
Create a property from a Contact and identify the Buyer, Seller or Renter relationship. Seller covers the owner relationship without adding an extra role.
Store the address, property type, status, price and descriptive details. Photos and property files keep important material nearby.
Choose the existing property when creating a deal, or create a property from the deal’s address. Shared relationships avoid treating every transaction as an unrelated listing.
Closing, losing or deleting a deal does not remove the property’s Contact relationships. Find the property again from the Contact page.
A closer look
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