Add a property to a contact Live

Attach property records to contacts with Add a Property, Additional Property, and Additional Property Info.

Updated 1 min readMaintained by Landing Zone

Open this screen in Landing Zone →

Add a Property attaches a property record to a contact, so the property and your notes stay with that contact for outreach and follow-up. When one property isn't the whole story, Additional Property and Additional Property Info carry the rest.

Before you start

Steps

  1. Find the property. Use Property Search for area-wide prospecting, or Advanced Instant Lookup to resolve a specific address or APN to its property and owner.
  2. Open the contact in Contacts. Go to Contacts and open the record the property belongs with.
  3. Use Add a Property. Attach the property record to the contact so it travels with the record.
  4. Record more properties with Additional Property. When a contact is connected to more than one property, Additional Property records each one on the same contact.
  5. Keep extra detail with Additional Property Info. Store detail that goes beyond the base property record so it stays on the contact.
  6. Review the contact record. The property, your notes, and the contact's outreach history now live in one place — see Update CRM records.

Limitations

  • A property record doesn't include the owner's phone number or email — research those with Skip Trace.
  • Attaching a property doesn't record consent or change send eligibility; it organizes your data.

Frequently asked questions

Can I record more than one property for a contact?

Yes. Attach the first with Add a Property, then use Additional Property for each further property on the same contact.

How do I find a phone number for the owner?

Use Skip Trace to research contact details, then verify them before reaching out.