How do I add a contact?

You  can add contacts two ways:

1. Connect with another Portfolio Manager user (to share properties you must be connected):

• Click Contacts in the top right hand corner.
• Click the Add Contact button.
• Under the Find Contact in Portfolio Manager box, enter the search criteria.  Tip: for the most accurate results, enter the individual's username in the Username field.
• Click Search.
• Locate the user you want to connect with.
• Click Connect to the right. 
• At this point, you need to wait for this person to accept your connection request to be "connected."
• Or watch a video on "How to connect with other users".

2. Add a contact (for example, an LP who doesn't have a Portfolio Manager account):

• Click Contacts in the top right hand corner.
• Click the Add Contact button.
• Under Add a New Contact enter the appropriate information
• Click Add Contact