Often times when you are speaking to a lead, they aren't the only ones associated or attached to the deal. Some popular examples of this are:
- Husband and Wife
- Multiple Business Owners
- Other Family Members
The benefit of being able to add multiple owners and people onto the same record doesn't stop at seller records. Being able to add a secondary touch point to Buyer and Contact records are equally important. Some example of this could be:
- Multiple Business Owners
- Additional Contacts at a Title Company
- Multiple Real Estate Agents on the same team
Adding Multiple Owners/Contacts To A Record
1. Navigate to any seller, buyer, or contact record inside of FreedomSoft and click the Green "+" button in the top right hand corner of the lead details area.
2. Insert the multiple owner/additional contacts and click the Save check mark.
In the example above you can see that both John and Jane Smith are now on the seller lead record for this property.
3. The multiple owner/additional contact will now show as a tab within the record. To mark as primary, click the "Mark as Primary Contact" star icon.
4. After saving, you can now navigate into the "Communications" area to see each owner's communication thread. This allows you to quickly navigate back and forth and speak with the right person.
NOTE***
If a record has multiple owners/additional contacts added to it, you will be able to visibly see this within the FreedomSoft app. You can navigate between the owners by clicking the forward and backward arrows on a record. If a record does not have multiple owners on it, you will not see these arrows.