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Rhonda Ross (Aristotle) 님이 Valarie Swanson 님의 피드에 글을 올렸습니다
Hi @Valarie Swanson - I came across a user group that made me think of you. It is focused on Real Estate. You may want to join it.

Real Estate User Group

댓글 3개
  1. 2014년 2월 7일 오후 5:28
    Hi Wendi, I'm happy to help. Are there specific questions you have? One of the questions I receive often is how I set up the foundations with Person vs Accounts-Contacts. I use Accounts but it's very simple; 2 clicks. I have a drop down box where I select "Individual" for an individual contact and put their name as the Account. Then I create a Contact record with all of their specific details. If it's a company or a business, then I choose a different option from the drop down box. Happy to answer any questions you have!
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