*Note: Related Properties ARE NOT listings that the contact has shown interest in as a buyer or tenant. To view those listings please refer to Buyer/Tenant Activity.
1. Search for your Contact open their Contact Card
2. Click the Quick Add icon 
on the Overview tab or open the Related Properties Tab and select Add Property
3. Select if you would like to Add a Prospect Property, Add an Appraisal or link the contact to an Existing Property in your database
Add Prospect Property
- Select if you would like to create a Prospect Property using the contacts residential address or by entering a new address
- Click Save
- Follow the steps to Quick add a Prospect/Appraisal
Add Appraisal Property
- Select if you would like to create a new appraisal or create from existing Prospect record
- If New, select if you would like to create the appraisal using the contacts residential address or by entering a new address
- Select if the Appraisal is For Sale or For Lease
- Click Save
- Follow the steps to Quick add a Prospect/Appraisal
Add to Existing Property
- Select type of existing property
- Enter the property address in the Select Property:* search box then select the property you would like to relate from the results drop-down
- Select how the contact is related to that property in the Role drop-down e.g. Vendor
- Click Save
4. The property will now appear in the Related Properties tab of the Contact Card and the Contact will appear on the Agents & Contacts tab of the Property Card
