How to Save Research to Knowledge

Two ways to save:

1. From a deal card — click "Save To Knowledge" to create an entry linked to the parcel.
2. Directly from /knowledge — click "New Knowledge Entry" and pick a template.

What to fill in:

• Title: be specific. "Bannock County water tap fees — 2026" beats "Water info".
• Category: choose the closest match. You can change it later.
• Short Description: one line a teammate could read to know if this is what they need.
• Research Notes: the actual content — call notes, links, fee tables, dates, names.
• Location fields (State / County / City / Road / Parcel): the more you fill in, the better Related Knowledge works.
• Tags: how you and your team naturally talk about the topic.
• Last Verified Date: when this information was confirmed accurate.

Use a Template when possible. Templates pre-fill Category, Tags, and a structured Notes outline so entries stay consistent across your team.