How Accelerate Offers Flexible CRM in Lead Management

1. Create Entities Independently

   • In Accelerate, you can create contacts, companies, or properties independently without following a specific order.

   • To create a new entity, use the respective creation button for contacts, companies, or properties.

2. Link Entities

   • After creating an entity, you can link it to a contact, company, or property.

   • This offers great flexibility in managing relationships between different entities.

3. Create a New Property

   • Navigate to Create New Property:

     • Click on the "Create New Property" button.

   • Enter Property Details:

     • Input the property's name, address, and select the branch where it will be created.

     • Assign a responsible individual and choose the property type.

     • Click "Save" to record the property in the system.

4. Associate a Contact with a Property

   • Edit Property:

     • If needed, edit the property details and select "Contact."

   • Link Existing Contact:

     • Link an existing contact to the property.

   • Create New Contact:

     • If the contact does not exist, create a new one and associate it with the property.

5. Create a New Contact

   • Initiate New Contact Creation:

     • Enter the contact’s details, including phone number, and assign them to a specific branch.

   • Link to Property or Company:

     • Link the contact to an existing property or company.

     • Save the information to establish the association.

6. Link Contact to a New Property

   • Select Property:

     • If linking to a new property, select "Property" and go through the creation process.

   • Enter Property Details:

     • Choose the assignee, determine the property type, and create it.

   • Link to Contact:

     • The newly created property will then be linked to your contact and available within the properties module.

7. Attach Customer’s Company or Property to Contact

   • Attach Company:

     • Navigate to "Attach Company" and choose the desired company to link to the contact.

   • Attach Property:

     • Use the "Attach Property" feature to connect a property to the contact.

This seamless integration ensures all entities within Accelerate are interconnected and easily manageable.