Quick Facts Before You Get Started!
The Resources folder supports urls,.pdf, .png, .img, .docx. .csv and .xlsx. file types. and URLs
Add Resources to a Deal
Ex: Letters of representation, center of gravity reports, cash flow models etc.
1 | From the additional resources section of a deal, select 'Add Attachment'.
Once you add a property you'll have the option to pin the resource to the Company's profile.
Add a Resource to a Specific Property
Resource storage for each individual record can be accessed via the listing details view (shown below) Here you can select the 'Resources' tab.
Add a Resource to the Company Record
From the Company category in your navigation panel, locate the Company record and select Resources.
Get tips and best practices at one of our upcoming Success Events.