How to Add Multiple Properties to a Client

How to Add Multiple Properties to a Client

View Client > Property Tab

Goto “Clients” module after logging into the dashboard. In the “clients” module, click on the “Action” button as indicated below. Click on the “View” button. 


Click on the “Properties” tab to view existing properties and add additional properties.


Click on the “Add Property” button and fill the additional property details as shown below. Click on “Save” to save property details.



    • Related Articles

    • How to Add Multiple Contacts to a Client

      View Client > Contacts Tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  “Leads”. Click on ...

    • Converting a Lead to Client

      Leads Module>Action Menu Dropdown In the “leads” page, click on the “Action” dropdown button. In the dropdown menu, click on “Convert to client” button. This will take you to the “Add Clients” page, where all client details may be added and saved as ...

    • Overview: Client Management for Admins

      Add New Clients Clients module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of all ...

    • Exporting Client Data

      Exporting Clients in Client Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of ...

    • Filtering Results in Client Module

      Filtering Results with Top Easy Filters After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list ...