How to Edit/Add Additional Property Details
This guide will show you how to edit/add in additional Property details in the Prospects Module. There is also a video guide of this process below.
- Hover over the Prospects Header at the top of your database.
- Select Search Properties from the dropdown menu.
- Find your Property (refer to How to Search Properties).
- Click on the Edit pen to the right of the Property.
- You will now be taken to the Edit Property page.
- You will see the following tabs on the left of the page:
- Essentials - enter basic information about the Property - owner, type, category and price estimate.
- Property Details - add additional property info such as number of bedrooms, bathrooms and parking etc.
- Listing Details - enter the Property's current market status along with any additional listing information you have.
- Sale History - add in any sale history you have for the Property such as sold dates price and agency contracted for sale.
- Consultants - here you can change the consultant for the Property, or add a secondary consultant.
- Click on the green Save Property button to save the updated details.