# Network — Owners

## Overview

**Owners** are individuals or entities who own properties and want to sell or rent them. You add them to the CRM and their resale units are automatically linked to their profile.

> 💡 **Important:** When a salesman creates an owner, only **that salesman** can see the owner and their units — owners are not shared across the team. This is by design: owners typically contact the salesman directly, the salesman adds them to the system, and then presents their units to interested buyers on their behalf.

> 💡 **Note for Resale:** Owner details (name, contact info) are **not visible** on the resale unit card itself — the unit is shown without revealing the owner's identity. Interested buyers ask the salesman, who then connects them with the owner privately. This protects the owner's information and keeps the salesman central to the deal.

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## The Owners List

The list shows all owners with the following columns:

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Owner's name.</td></tr><tr><td>**Salesmen**</td><td>The salesman(s) assigned to this owner.</td></tr><tr><td>**Address**</td><td>Owner's address.</td></tr><tr><td>**Mobile**</td><td>Primary mobile number.</td></tr><tr><td>**Additional Mobiles**</td><td>Any extra mobile numbers.</td></tr><tr><td>**Email**</td><td>Email address.</td></tr><tr><td>**Type**</td><td>Owner type (e.g., Person).</td></tr><tr><td>**Description**</td><td>Notes about the owner.</td></tr><tr><td>**Creation Date**</td><td>When the owner was added.</td></tr><tr><td>**Actions**</td><td>Edit or Delete.</td></tr></tbody></table>

Available actions: **Search**, **Add New +**, **Send Bulk SMS**, **Send Bulk Email**, **Export**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/oFmimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/oFmimage.png)

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## Adding an Owner

Click **Add New +** and fill in the following fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>Owner's full name.</td></tr><tr><td>**Type**</td><td>Optional</td><td>Owner type — e.g., Person.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Primary mobile number.</td></tr><tr><td>**Additional Mobiles**</td><td>Optional</td><td>Add extra mobile numbers using the Add button.</td></tr><tr><td>**Email**</td><td>✅</td><td>Email address.</td></tr><tr><td>**Address**</td><td>Optional</td><td>Owner's address.</td></tr><tr><td>**Description**</td><td>Optional</td><td>Notes about the owner.</td></tr><tr><td>**Deal**</td><td>Optional</td><td>Any deal details with this owner.</td></tr><tr><td>**Start Date**</td><td>Optional</td><td>Deal start date.</td></tr><tr><td>**End Date**</td><td>Optional</td><td>Deal end date.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach relevant documents.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Owner's photo or logo.</td></tr><tr><td>**Salesmen**</td><td>✅</td><td>Assign one or more salesmen to this owner.</td></tr></tbody></table>

> 💡 You can assign multiple salesmen to one owner and filter the owners list by salesman.

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## Owner Profile

Clicking on an owner opens their profile, which shows all their details and a **Resale Units** section at the bottom — listing all units this owner has submitted, with View, Accept, and Compare buttons on each unit.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/6Euimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/6Euimage.png)

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## Limit Add Owners

You can limit how many owners a salesman is allowed to add. To set this:

1. Go to **Roles &amp; Users → Users**.
2. Open the user's profile (Edit User).
3. Set the **Limit Add Owners** field to the maximum number allowed. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/cmNimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/cmNimage.png)

> ⚠️ Once a salesman reaches their limit, they cannot add new owners until the limit is raised or an existing owner is removed.