Whether you need to add an owner, tenant, buyer or seller, you must first add them to your PropertyMe Grow CRM account as a contact
This article will guide you through adding a new contact.
- On the side menu, click CRM.
- Click Contacts.
- Click Add Person.
- Enter the details of the contact.
- First Name
- Last Name
- Mobile Phone
- Owner
- Who Has Access To This Contact
- Click Show More Details for to fill out additional fields.
- Company Name
- Select Contact Groups
- Source
- Property Owners
- Mailing Address Line 1
- Mailing Address Line 2
- Mailing Suburb
- Mailing State
- Mailing Postcode
- Mailing Country
- Click Save Contact.
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