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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions |
Completing the applicant/buyer status screen as far as possible is highly recommended; doing so allows your data to be manipulated to generate business opportunities.
infoFor example: for lettings opportunities, the screen can be used to log applicants who are investors and, for sales opportunities, applicants who have a local property to sell can be noted. Reports can then be run on this data, examples are given below.
The status options can be found by clicking the link beside Status on an applicant record:
(and can also be accessed as a shortcut menu by right-clicking over the link)
1. Applicant status options The screens on the right give examples of how an applicant should be set up when they are: a) a local applicant with a property to sell Ticking Potential Client for all your local applicants with a property to sell allows a Potential Client report to be run on your office, which then returns all your potential local vendors If the current agent details are also entered, this can assist in identifying trends b) an investor For Buying Reason, select Investor/To Let | a) a local applicant with a property to sell
b) an investor
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2. Running applicant status reports From the main menu:
| 2a: Local potential vendor report
2b: Investor report
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