ABOUT ENERGY STAR PARTNER RESOURCES

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How do I add a contact? Follow

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

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