Caitlin
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Add A Potential Tenant
Once you have information regarding a potential tenant, you can easily record their information against the listing directly from within it.This article will guide you through adding a potential te...
Create A New Ledger Via A Contract
When you are ready to start recording transactions against a contract, you must create a ledger to do so. This article will guide you through creating a new ledger via a contract. On the side menu,...
Add A Trust Account
Before you can process any transactions within your account, you will need to add the trust account details for your brand.This article will guide you through adding a trust account to your Propert...
Mark The Exchange Of A Contract As Accepted
Once a contract exchange has been accepted, it is important to record this information promptly to ensure the contract remains accurate and up-to-date.This article will guide you through marking th...
Apply An Advertising Package To A Listing
Instead of manually adding each advertising item to a listing, speed up the process by applying an advertising package.Please note that an advertising package must be created first before it can be...
Edit An Advertising Package
If your advertising packages change or are restructured, you can easily update them in PropertyMe Grow CRM at any time.This article will guide you through editing an advertising package. In This...
Create A New Residential Sales Listing
Once a property is ready to be listed for sale, you can easily create a new listing from within PropertyMe Grow CRM. A new listing can be created from within the Listings section or directly from w...
Create A New Residential Rental Listing
Once a property is ready to be listed for rent, you can easily create a new listing from within PropertyMe Grow CRM. A new listing can be created from within the Listings section or directly from w...
Add A Contact
Whether you need to add an owner, tenant, buyer or seller, you must first add them to your PropertyMe Grow CRM account as a contactThis article will guide you through adding a new contact.On the si...
Add A User To Your Grow CRM Account
It's always exciting when a new team member joins the team! To ensure they can get up and running in no time, you can easily add them as a user to your Grow CRM account via Account Settings.This ar...