The Properties section of Buildout Lite CRM is where you'll build your research database, including prospects, properties you've leased or sold in the past, or other properties in your market.

At the top, you'll see an extensive list of search fields, which let you filter the Properties displayed below based on the specified parameters. Once you’ve selected the filters, the number of results in the top right will automatically update.

View all Properties matching the selected search criteria.

Using the icons in the top right to display the Properties as a Map or as a List.

To the right of the search bar, there is a drop-down that says All Properties:

This is where you’ll select which Group of Properties you’d like to look at. Groups are user-specific collections of Properties that help you keep things organized. To create a new Group, pick the properties you'd like to group together using the checkboxes to the left of the property, then select Create Group from the Actions drop-down:

Use the Export CSV button to download all Properties in your current view into a spreadsheet.

Click this button to add a new Property to your Database. Enter information about the property into the Property Edit Form.

Once you are done inputting information, click on Save Property to store it in your Database. Keep in mind that the following fields are required to enter a Property:

Clicking on a Property in the display area to view the View Property page. Basic information is shown in the Overview tab, and historical Sale & Lease info are in the corresponding tabs as well. The Contacts tab is where you can set up Related Contacts and Companies, whether they’re tenants, owners, or have some other relationship to the Property.