InheritedDataPRO Properties Module

InheritedDataPRO Properties Module

Guide

Search Selections & Overview

  1. Deceased Name Search
  2. Property Address Search
  3. Status Search
  4. Relative Phone Number Search
  5. Search and Reset Buttons
  6. Download Statuses
  7. Property Address List
  8. Follow Up Date Filter
  9. County Search

Property Detail Sections and Tools

  1. Property Details
  2. Property Status or Stage
  3. Follow Up Date
  4. Deceased Information
  5. Relative Information
  6. Tasks and Task Status
  7. Log Activities like email, call, notes
  8. Activity History
  9. Relative Relationship



    • Related Articles

    • InheritedDataPRO Dashboard

      Video Tutorial InheritedDataPRO Dashboard Overview Guide InheritedDataPRO Dashboard Parts Summary of all Tasks in the System Subscription Cycle Disposition Graph
    • How to Setup Your InheritedDataPRO Account

      How to Create Your InheritedDataPRO Account Create a New Account Creating a new user Account is straightforward. Here are the steps: Use this Link to create your InheritedDataPRO Login: InheritedDataPRO Create Login Navigate to your email address ...
    • InheritedDataPRO.v3.0 Overview

    • Downloading from IDPRO and Uploading to PhoneBurner

      This short Video tutorial shows the simple process to download your InheritedData from InheritedDataPRO and then upload to PhoneBurner. Steps to Download from InheritedDataPRO InheritedDataPRO Link → https://inheriteddatapro.app/login 1. Access ...
    • How to Import Your InheritedData into HighLevel

      <br> 1 Download Basic and Stacked lists from InheritedDataPRO. 2 Import the Basic List into Companies (Deceased) first. 3 Import the Stacked List into Contacts.