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Article

Link an Owner to a Property (Lightning)

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SummaryYou can attach contacts and/or companies to a property as the owner of that property. Apto allows you to track current and past ownership.
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How to Attach an Owner

  1. Navigate to a Property. On the Property record page, click the Related tab to see Related Lists.
  2. From the ‘Ownership’ Related List, Click ‘New’.
  3. Search for the Company and/or Contact you would like to associate as the Owner.
  4. You can establish an alternate Contact Role, in the event the ownership record you want to create is for a former owner or asset manager.
  5. Click ‘Save’.

Here's an example:

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