Enabling Property Portfolio Functionality

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A real estate portfolio is a collection of property investments owned by an individual or group. This article will explain how to set up portfolio functionality in your properties layouts.

From any property page, select Setup then Edit Object 


Once in the Object Manager of Property, select Portfolio 


Locate Mobile and Lightning Actions from the panel 


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


Click Save


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




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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