We want to add information about property owners – our leads. We also want to add information about their properties into the CRM. However, as far as we can tell, we can’t add detailed information about the properties without creating a “deal” to reflect the property information. The problem is, the property is not yet a deal opportunity because we haven’t engaged with the property owner. Does anyone have any ideas or tips?
Let me know if you need further clarification.
Thank you!