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  1. Propertybase Salesforce
  2. Configurations
  3. Contacts & Companies

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Contacts & Companies

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  • Automatically Relate Partner Contacts
  • Set contact and inquiry owner based on the linked listing's agent
  • Checking for Duplicates on Company Records
  • Adding Quick Links to Contact Record Page
  • Add a Path Component to the Contact Record Page
  • Tracking Conversion Times with Contact Stages

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