How to Add a New Person
How to Add a New Person with CommandDesk
A “Person” in CommercializeIQ typically includes:
- Investors
- Brokers
- Property managers
- Vendors
Best practice:
- Include full contact details
- Assign role + organization
- Link to related assets or funds
Best CommandDesk Prompt Structure
“Add person + role + company + associated assets”
Example Prompts
- “Add a new investor contact named John Smith from ABC Capital.”
- “Create a property manager John Smith jsmith@gmail.com for Rivergate Plaza.”
- “Add leasing broker Sarah Johnson 555-555-5555 sjbroker@gmail.com linked to NorthPark Logistics.”
- “Create a vendor contact for HVAC services across all industrial properties named HVAC R US.”
Pro Tip
Linking people to assets improves reporting, communication tracking, and task assignment accuracy.