How to Add Clients to Property (CSV Import)
Pointers;
- Use Section 'Tenant Contacts Import' from 'How to Import Property Data to Account (CSV Import)' (This Editor has a Drawing Manager FlowChart Tool__^
- Generally demonstrate with screenshots Tenant Contacts Import Only
- Note; Clients are often sent inviation Text and Emails make sure to include Example Screenshot if possible (consult Emmanuel)
Extras (not urgent);
- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot
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