If you've added a client manually rather than importing them from iamproperty CRM, you can link them to their CRM record afterwards. Likewise, if you need to remove the link between a client and their CRM record, you can do this at any time.
- From your Dashboard, navigate to Property Audit and select the transaction.
- From the Transaction Overview page, click Link/Unlink CRM Client.
To link a client:
- Select the appropriate CRM client from the drop-down list.
- Click Link Client.
To unlink a client:
- Click Unlink Client next to the client's name.
The client will then be linked to, or unlinked from, their corresponding record in iamproperty CRM.
Note: If the property was not originally imported from iamproperty CRM, it cannot be linked to a CRM record through the movebutler dashboard. If you need to link a manually created property, please contact Product Support to discuss the available options.