Moving Properties

Moving Properties

You can move properties from one company to another; here's a few steps on how to make those changes:

Step 1

Go to the company you want to move the properties from.

Step 2

Select the checkboxes to the left of each property you wish to move.

Step 3

Click the "copy checked properties and move to.." link.

Step 4

Navigate to the Company you wish to move the properties to and you will see a link named "Paste properties to this company".


Step 5

You will notice there is a note stamped in each company record to let other users know where the properties have gone in case they go looking for it and can't find it.

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  • 0
    Sean Buckallew

    It appears this is out of date.   Is there a new process?

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