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Add properties to a portfolio

You can add properties to a new portfolio or to an existing portfolio by following these steps:

  1. Select the Properties view from the left side menu.
  2. Click on My portfolios under the main title.
  3. Click the blue portfolios tab with the number of portfolios.
  4. Select a Portfolio tile to open the portfolio you want to modify.
  5. Click on the main title of the selected portfolio.
  6. Go to the Properties tab in your navigation menu.
  7. Select
    • Link button if you want to add an existing property to your portfolio. Click the button at the end of the property's row and click Save
    • Add button if you want to add a new property to your portfolio. You are directed to the property creating page, follow this instruction to continue.
  8. Revisit the portfolio's fact sheet and the Properties tab to see your changes. 

View these steps with images

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