Account Form

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Dashboard
Listings
Accounts
- Add Account
- View Accounts
Contacts
Activities
- Add Activity
- View Activities
Deals
- Add Deal
- View Deals
Reports
Comparables
Analytics

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Create

Account Form

Brokerage* required

Assigned to* required

The user who owns this record in the database and has edit access to it.

View

Allows other users to see this record but not edit. It is recommended to set it to Team in most cases.

Account Name* required

Phone

Website

Notes

Location

Address 1

A number of land marketplace websites require a street address to accept a listing via feed. If a listing does not have an actual address, it is recommended to input an approximate address. Examples: 000 County Road 1234, TBD CR 4321, TBD Road. Marketplace websites may also require a unique address. For residential developments with one address and multiple tracts, add an Address 2 value, such as Lot 3, Parcel 3, or similar.

Address 2

City - State

If you do not see the city-state in the dropdown or a city name is available in several states, continue typing the full city and state (or state code). This will narrow the results to the exact city and state

State

County

Zip Code

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