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Create New Property Record (Lightning)

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SummaryEach Property will have its own record. Each record will have the information about that Property and will include information like address, owners, spaces, listings, sale and lease comps, activities, and notes. Create a new property record to start tracking activities and data related to that property.

How to Create a New Property Record

  1. From the Properties tab, click the ‘New’ button on the top right.
  2. Select the appropriate record type (office, retail, etc) and click ‘Next’.
  3. Fill out the relevant fields with as much property information as you have. The fields with red asterisks are required.
  4. Click ‘Save’.

Here’s an example:


Up Next:

System Admins click here: Adding a New User (Lightning)

Not a System Admin?  Proceed to Pipeline Overview: Pipeline Overview (Lightning) 



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