How to Add a Portfolio for the Property?

    • Tanvir Mahedi |
    • 0 step |
    • 2 minutes
    Login to the Admin Portal
    Click on "Property Management" dropdown
    Go to "Properties"
    Click on this "Other Action" icon on the top right side of the screen
    Click on "PORTFOLIO/GROUPING"
    Click on "ADD NEW PORTFOLIO"
    Click "Title \*" Select the required fields properly under "Title", "Institution Number", "Branch Number", "Account Number"
    Select "**Properties"** that you want to include under the portfolio
    Click on "Submit" to finish up
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe