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⚠️ Warning: Verify Stages are not in use before deleting or renaming to avoid data issues.

Lead Assignment Rules

Create Your Own Assign Automation.

Company Branding

Customize your company's logo and name for PDF exports and unit sharing.

Company Logo

Upload your company logo. This will appear on all shared unit PDFs.

No logo uploaded

Recommended: Square image, minimum 200x200 pixels. Max file size: 2MB

Display Name

This name will appear in the footer of shared PDFs instead of the default.

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Property Details

Your unit details will appear here...

Generated on [Date] TrustCRM - Your Company