If you need to add a contact to an existing listing, add the contact by doing the following:
Open the listing by going to the list of properties in your database, or
call it up by searching for its reference number
The mandate window will open
Click on the "contact" icon on the right-hand side of the open window
Click on "Add new contact" or Link existing contact it the person is already loaded onto the system
Fill in the required fields making sure to link the contact type e.g. Seller/Tenant etc.
Save the changes
Contact Owner Required
When adding a new buyer or seller contact to a listing, an owner must be selected. This ensures that every contact in Base is assigned to a person or office and does not remain unassigned.
Multiple owners can also be assigned to a contact. For example, if two agents listed a property and both received the lead, both agents can be assigned as owners of the contact.
Please note that being an owner does not mean that no one else can work with the contact. If the contact is shared, everyone in the office with the appropriate access can view the contact and work with it.