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1. Create a record for the estate
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2. Create first lot From the property record:
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3. Amend property record for new lot From the new property record just created:
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4. Access main property record via view linked records option All records for the estate can be viewed/accessed using the view linked records option To navigate back to the main property record:
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5. Create subsequent lots Repeat steps 2-3 |
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How to handle selling a farm or estate as a whole and in multiple lots in AgencyCloud |