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The Property Info action tool provides location and/or property profile information about the a selected property.
Instructions
Click inFlow 2.0 from the inFlow tab drop-down dropdown list.
Click on a new lead.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we are selecting the New Lead workflow.
Select a lead from the list of leads that opens in the Record List Panel to the right. In this example, we are selecting the first lead (Carter Howard) from the list.
Click the Property Info icon on the Action Tools
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toolbar in the Record Details Panel that opens to the right.
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The Property Info action tool
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dropdown list includes:
Google Map: Opens a Google map of the property if the property address is valid.
Property Profile: Enables you to download the property profile information from public records. Your organization must sign up for this feature.
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