Adding Properties to a Portfolio

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A real estate portfolio is a collection of property investments owned by an individual or group. This article will explain step by step instructions on how to add Properties to the record type Portfolio. 

From any property page, select Setup then Edit Object 

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Once in the Object Manager of Property, select Portfolio 

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Locate Mobile and Lightning Actions from the panel 

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Drag and drop Add Property to the Salesforce Mobile and Lightning Experience Actions section 

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Click Save

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You have now created a button and can Add Property to the page layout of a Portfolio property record type. 

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Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions adding a Property to a Portfolio Record Type 

 

 

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