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This guide has been reviewed against our global client base and classed as relevant to APAC only |
This guide explains how to import a property from Agentbox if the contact already exists in both systems
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If the property exists only in Agentbox,
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the Agentbox icon will be displayed
Highlighting the property will show the Agentbox Preview
At the bottom of this panel there are four optionsSelect the relevant option, depending on whether it is a sales or rentals property
Link to RPS sales property / Link to RPS rental property
If the contact has existing properties, you will be able to link to an existing property in RPS (if any exist)
If the property does not already exist, you should import the property from Agentbox
Import to RPS as sales property / Import to RPS as rental property
This will create a property record in RPS against the existing contact
Once the process has been completed, you will be able to view the RPS property
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The business must use both the Property Management and Agentbox products Please contact your Client Success Manager for further information |
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How to import a property from Agentbox if the contact already exists in both systems |