Share
ReportHi all,
I work for a commercial property management company. i.e. An owner of a commercial real estate investment will hire us to manage their properties. By far the most common service we provide in relation to the client's building is finding them a tenant. We also provide services once a tenant is in place, for example maintenance.
My two related questions are about organising our clients and potential clients property data within CRM.
Is it better to create a custom entity to store these properties or to use a pre-existing entity? I'm thinking I could just use "Sites"? Is sites in the context meant to be used for our offices only? and is it ok to use sites in this way?
Once I have figures out where to store all the info (there may be several thousand properties once I add potential clients) I have another question...
Is it better to use connections or relationships to indicate which account or contact "owns" which property? i.e. "John Smith" is the owner of "21 Jump Street" and "Acme corp" are the owners of "22 Jump Street". Keep in mind one person may own several properties. A property can only have one owner and it may be a contact or an account.
Many thanks in advance for any help you can offer.
*This post is locked for comments
All responses (
Answers (
19,692
