In this tutorial we start by showing you how to create a property record for a contact. Then we show you how to create an Active Business listing, convert it to a sale and manage the transaction as the deal progresses.
Learn how to set a contact as a Prospective Buyer and, when they make an offer on a property, create an entry in your Active Business so you can track the progress of the deal.
Creating an Active Business Listing
Prospective Buyer & Property Purchase
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