People on a property

The People tab lists everyone connected to a lead. One person can be linked to several properties, which is common with an attorney or an administrator handling multiple estates.

Roles

• Owner

• Administrator, the person administering an estate

• Heir

• Relative

• Tenant

• Attorney

• Other

The role describes this person's relationship to this property. The same person can hold different roles on different leads.

Adding someone

Add person offers two paths.

Search for an existing contact if the person is already in the system. This links them rather than creating a duplicate, and any phone number you add shows up on every property they are linked to.

Otherwise fill in the new person's details: name, phone numbers, email, address and notes.

Addresses on a person

A person's address is optional and does two jobs. It is a record, and it is a possible navigation target. See the article on directions for how to make it the default.

Unlinking

Removing a person from a property unlinks them. It does not delete the contact, and their record and other links stay intact.

Deleting the contact entirely requires the Manage leads permission.