Get an overview of Owners with Multiple Properties and creating a Company
Updated: August 23, 2024
Allowing Duplicate Contacts
- Under Settings open Business Profile
- 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
- Navigate to Contacts in the menu pane.
- Before creating a company, make sure you have created a contact for each separate properties owned by the same owner.
Adding a New Company
- Click on the Company tab at the top of the Contacts page.
- Click on + New Company to create a new company.
- Type in the Company Name.
- This can be the owner's name or the name under which the properties are registered (e.g., LLC).
- Provide the necessary details for the company.
- These may include primary address, contact information, and any other relevant information.
- Click on + Add Company to save the newly created company.
Companies should only be created when one owner has multiple properties, you do NOT need to create a company for every contact
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.
Think of Contacts as individual properties and a Company as the owner of those properties.