Define Contact - Property Management

Define Contacts

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Property Manager → Agents → Contacts

Contacts are companies or other business entities that perform certain functions, called roles, for the property or lease you manage.

Example , Land lord , Insurance companies,Maintenance,Security,Subtenants.

A single contact company can have more than one role in relation to a particular property or lease.

A contact's site is the location or place of business from which the contact performs a specific role.

Create Parent Records (Operating Unit - Company Details)


Create Roles and Sites for the Company (Parent Record ).

Click New .