Multiple Property Overview

Updated: May 5, 2026

Note: The user interface shown in this video may be slightly outdated and may not reflect current version

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 owned by a single owner. 

Accessing Contacts

1. Navigate to Contacts in the menu pane.
2. Before creating a company, make sure you have created a contact for each separate properties owned by the same owner.

Adding a New Company

1. Click on the Companies tab at the top of the Contacts page.
2. Click on + Add Company to create a new company.
3. Type in the Company Name.
   • This can be the owner's name or the name under which the properties are registered (e.g., LLC).
4. Provide the necessary details for the company.
   • 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, open Associations then click on Add. 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, open the three dot menu icon and 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.