|You can attach contacts and/or companies to a property as the owner of that property. Apto allows you to track current and past ownership.|
How to Attach an Owner
- Navigate to a Property. On the Property record page, click the Related tab to see Related Lists.
- From the ‘Ownership’ Related List, Click ‘New’.
- Search for the Company and/or Contact you would like to associate as the Owner.
- You can establish an alternate Contact Role, in the event the ownership record you want to create is for a former owner or asset manager.
- Click ‘Save’.
Here's an example:
Congratulations! You're all set to link an owner to a property.