Create a Property record for an address you want to reuse across transactions, and a Listing record to track listing-specific details for seller work. Link them to the transaction they belong to.
Steps
- Step 1: Open Properties and add the address, type, beds and baths, square footage, value, and a primary contact.
- Step 2: For seller work, open Listings and add a listing linked to that property — status, list price, MLS ID, URL, and key dates.
- Step 3: From a transaction, link the property or listing so its details appear alongside the deal.
Good to know
- These records are manual CRM context. There is no MLS or IDX sync, and no public listing pages.
- Keep using your MLS and brokerage tools for official listing entry and compliance.