Data Management
In this collection of articles you are able to find information regarding features in the section of data management under the manage tab.
By Sara and 2 others3 authors18 articles
- Utilizing Benchmarks
- My Portfolio
- Mileage Tracker
- Due Date Set Up
- Upload My Documents
- Organize My Documents
- Edit My Portfolio’s Documents
- Stress Test Your Portfolio
- Delete a Property or Mark it as Sold
- Create a New Task
- Create a New Document Package
- Add Assets/Liabilities to Your Wealth Tracker
- Add Property to My Portfolio
- Add and Edit a Portfolio Owner
- Tasks Tab - Active, Completed & Deleted
- Utilize My Portfolio Features
- How to Upload Portfolio with a CSV File
- Sync Your Google Calendar to Lendlord