Linking Multiple Contacts to a Deal
II am a commercial real estate broker. I find many properties for sale and i send them out to my developer clients. We call it a property survey. I wand would like any feedback on how I can keep track o properties i amf the s am a broker in commercial real estate and need help with keeping trac of propeAttac. thank you!hed is a visual and brreak down belowrties I am sending out to my clients (mostly developers). Is there a way to keep track of this?
- I have entered a lot of my developer/investor clients into the system as Contacts (and will continue to add new ones)
- I find a property in the market that I think “x” developer would be interested in, so I want to go ahead and include it into a survey of options to send to them.
- How should I enter this new property in Pipedrive? Labeled in the photo below as “Property 1, 2, etc” I want to be able to view all the properties that I have sent out to that particular client, and the date I sent them. Is there a way to do that? Is there a way to autom