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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This article outlines how to handle selling a farm or estate as a whole and in multiple lots

The benefit of splitting the property record for an estate into multiple lots is beneficial for marketing and matching purposes while also allowing the sale of each lot to be progressed separately, where required

1. Create a record for the estate

Create a new property record
Enter details to cover the whole estate, including the property Attributes

2. Create first lot

From the property record:

Click the ellipsis button (...)
In Duplicate property/vendor select Multiple Lots

A copy of the property record is created

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The main property record is now classed as Site Master and any lots created are classed as a Sub Plot

3. Amend property record for new lot

From the new property record just created:

Amend the new property record, changing the changing Description, Price and Attributes to suit
Click Save

An option to copy pictures and/or rooms from the main property record is offered

4. View Access main property record via view linked records option

All records for the estate can be viewed/accessed using the view linked records option

To navigate back to the main property record:

Click the ellipsis button (...)
Select View Linked Records

Linked All linked records are shown , the for this estate

The property with the red border indicates the main property record
Double-click to open the required main property record

5. Create subsequent lots

Repeat steps 2-3

Versions Compared

Old Version 3

New Version 4

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