How to Assign or Update Properties in a Portfolio?

    • Tanvir Mahedi |
    • 0 step |
    • 40 seconds
    Log into the Admin Portal
    Go to "Property Management" dropdown on the left navigation
    Click on "Properties"
    Click on the "Other Action" dropdown on the right side of the screen
    Click on "PORTFOLIO/GROUPING"
    Click on the "Edit" icon of the chosen portfolio that you want to add the bank information to
    Click on the "Filter" field under 'Properties Not Included Showing' to select the properties to filer from
    Or you can directly click on the property names to select to filter from/include them
    Click on the 'Advance right arrow' sign to move them to the 'Properties Included' section
    Click on 'Update' to finish up
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