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Add a Property Inspection for a Contact

 

  1. Hover your mouse over the Contacts tab and select it
  2. Search for your contact in the left side panel and click on their name to be taken to their summary.
  3. Click on the Interests Tab.
  4. Select 'Add an Open Home Visited' or 'Add a Private Inspection' button.
  5. In the Property Address field, start typing the address and options will populate. Select relevant property for the Attendance and enter any comments and press Add Attendance.
  6. A black pop up will appear confirming the attendance has been created.conf.jpg
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