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Property Info Action Tool

Property Info Action Tool

Owned by Rebecca Kornblum
Last updated: Aug 03, 2024
2 min read

Description

The Property Info action tool provides location and/or property profile information about a selected property.

Instructions

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240801-185203.png

     

  3. Select a lead. In this example, we are selecting the first lead (Carter Howard) from the list.

    image-20240801-185716.png

     

  1. Click the Property Info icon on the Action Tools toolbar in the Record Details Panel that opens to the right for the selected lead.

    image-20240801-203839.png

  2. The Property Info action tool 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.

      image-20240801-204755.png






 

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