How To Attach Multiple Property Records To One Owner Record
As you may know sometimes a property owner owns more than one property. And in this case, the Investment Dominator CRM creates one owner record and then attaches the property records to that owner record. This is why in the Investment Dominator we have both an Owner Id number and a Property Id number and they do not match.
Now if you had only imported one property record for an owner, but then you found out later on that they own more properties then you can add the additional properties to their Contact record by following the below process…
- Look up their record in the system.
- Click on the ‘Edit’ link to open up the ‘Edit Property’ screen.
- Click the ‘Add Additional Property’ option at the top to create additional property records that are attached to the owner of the record you are currently on.
Doing this will automatically connect these new property records that you create to the same owner id of the record that you were on.
NOTE: When an owner owns multiple properties if you change any of the owner information like Name or Address of the owner for one record it will update the information for all property records that that owner owns.
Owners can add more properties to their offer requests…
If an owner goes to your Buyer’s site they can also add more properties that they own to their offer request through the ‘Sell Your Land’ or ‘Sell Your House’ forms, on the second step of the form, by clicking the blue ‘Submit More Properties’ button at the bottom of the form.