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Where Can I View What Properties are Assigned to the Client

  1. On your "Main Contact" page, click on the name of the contact, it will take you to their personal profile page. 
  2. From here go to the "Properties" tab

Here you can view the Tasks and Property that you assigned to that contact. You can see details like: 

  • Type
  • MLS
  • Escrow
  • Address
  • City
  • State
  • Zip
  • How Many Beds and Baths
  • Listing Date
  • Listing Price
  • Closing Date
  • Sale amount  

You can also sort any of the fields

 

  • To Add a property, you have to go to the property section of LionDesk :      Add Property
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