Managing Properties

Track property records and link them to listings, transactions, and clients.

Overview

Property records in ClarityNOW link to listings and transactions, providing a complete history of activity at each address.

Property Fields

  • Address (street, city, state, zip)
  • Linked client
  • Associated listings
  • Associated transactions

Adding a Property

Properties are typically created when adding a listing or transaction. Enter the address details — address, city, state, and zip are required fields.

Property-Listing Connection

When you create a listing, the property record is automatically associated. If the property already exists, you can link to the existing record.

Property-Transaction Connection

Transaction records include property details. When a pipeline entry converts to a transaction, the property information carries over.