Create a landlord CRM customer
Create the customer/contact record required for landlord linking and portal use.
Before you start
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.
Follow these steps
- Find the existing owner or CRM customer by identity and contact details.
- Create the customer/contact record required for landlord linking and portal use.
- Complete company/name, primary contact, email, phone, address and portal access as required.
- Apply the task-specific change and reopen the property/customer relationship.
Fields, rules and limits
- Complete company/name, primary contact, email, phone, address and portal access as required.
Check it worked
The owner/customer and property relationship are correct; unrelated links remain unchanged.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Complete company/name, primary contact, email, phone, address and portal access as required.
Why is the record or action unavailable?
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.