Account Form

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New record

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Account

Leads

Organization

Data

MLS

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Dashboard
Listings
Accounts
- Add Account
- View Accounts
Contacts
Activities
- Add Activity
- View Activities
Deals
- Add Deal
- View Deals
Reports
Comparables
Analytics

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Account Form

Brokerage* required

Assigned to* required

The person responsible for this account. Apart from admins, only they can edit it.

View

Team lets other users in your brokerage see this account. Private keeps it to the assigned person and admins.

Account Name* required

Phone

Website

Notes

Location

Address 1

Address 2

City - State

State

County

Zip Code

Latitude

Longitude

Saved location

Type the address, or start on the map.

Location map

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