Knowledge Base Article

Free Download Real Estate Software - ProGold i2 web site:

Real Estate Search Engine - web site:

Search Local Classifieds –

Agent Tools web site: real estate agent software


Article ID:                  4177

Subject:                    How to Link a Contact/Prospect Record to a Property

Last Modified:         May 6, 2013


Applies to:                Pro Gold i2 3.0, 2.0


Issue:  When a contact/prospect is tracked in Pro Gold i2, the contact/prospect can be linked to a property without having to retype the contact/prospect information. Also, if there is a referral fee attached to the contact/prospect record in Pro Gold i2, the referral fee will be automatically added to the property when the contact/prospect record is linked to the property. 


Resolution:  Link a Contact/Prospect record to a property


          In the Properties Tab, select the “Work with Properties” icon.

          In the “Property Search” screen that appears, retrieve the desired property.

-          Use the search options at the top of the screen to select what criteria to use in searching for a property.

-          Type the criteria in the field at the bottom of the “Property Search” screen.

-          Highlight the desired property and click “Retrieve”.

          Select the “Buyer/Seller” tab at the top of the property.

          Next to the “Salutation” field of both the “Buyer Information” and “Seller Information” areas is a binoculars icon. Select the binoculars icon next to the side that the contact/prospect will appear as (IE: Buyer or Seller).

          The “Contact Search” screen will appear.

          Search for the contact/prospect that will be linked to this property.

-          Use the search options at the top of the screen to search for the contact/prospect by Name, Phone, Address, Email or Contact ID.

-          Highlight the desired contact/prospect record and click “Retrieve”.

          Pro Gold i2 will ask “Do you wish to replace the current data with the data from the contact record?”. Click “Yes” to link the contact/prospect to the property.

          The contact/prospect information will be added to the property record.

-          To edit the contact/prospect record, use the “Hands” icon next to the binoculars to access the contact record in the Contacts/Prospects Tab.

          Note: If there are referral/lead fees associated with the contact/prospect, they will be added to the deductions list in the “Comm Tree” Tab of the property when “Populate Commission Tree” is selected.


References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:



          The Enhancement HelpNet links are located on the right side of the web page.


Related articles: N/A


Keywords: Referral, Commission, Contact, Prospect, Link to Property, Attach, 4177

Search All Knowledgebase Articles (click here)

Company Info
  About Us
  Contact Us
  Login to My Account
  Create Account
  ViewMyListing 9ae
  Pro Gold i2
  Latest News

Home Page | Taro Systems, Inc.  | Terms  | FHEO Fair Housing and Equal Opportunity
© 2014 Taro Systems, Inc.