Managing a Realtor with Multiple Properties

How to organize and manage a realtor with multiple properties.

Allowing Duplicate Contacts

1. Under Settings open Business Profile
2. Find the section titled Contact Deduplication Preferences, make sure the toggle is blue. You first must allow duplicate contacts in order to properly handle multiple properties under one realtor agent.

Accessing Contacts

1. Navigate to Contacts in the menu pane.
2. Created a contact for each separate properties using the realtor agents contact information.

Adding a New Company

1. Click on the Company tab at the top of the Contacts page.
2. Click on + New Company to create a new company.
3. Enter the Realtor's Name.
   • This can be either the realtor's personal name or the name under which the properties are listed (e.g., Realty Group LLC).
4. Provide the necessary details:
   • These may include primary address, contact information, and any other relevant information.
5. Click on  + Add Company to save the newly created company.

Associating Contacts with the Company

• While in the company details section, you can view the contacts associated with that company by clicking on the Contacts tab.
• To add a contact to the company, click on Add Contacts. Search for the contact in the bar and check the box next to their name.  Click Apply to finalize changes.
• To delete contacts from the company, click on the red trash can next to their name. Click Yes to confirm the change.

Editing Company Information

• Within the selected company, you can make changes to the company details.
• Add. review, edit property notes or create tasks as needed
• Edit and update any necessary information such as address or contact details. Click Save to complete any changes.