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This article provides advice on how to add or edit sources/advertising, applicant status /position & viewing feedback options on AgencyCloud using the Setup Sources/Position/Feedback screen
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
Accessing Setup Sources/Position/Feedback screen
From main menu:
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Source of enquiry & advertising options
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A source of enquiry can be entered on an applicant, vendor, landlord & contact record and used to report on to identify trends A source option can also be identified as an advertising publication to allow - this allows adverts to be logged against the publication |
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From the Setup Sources/Position/Feedback screen:
To add new checksoptions:
To edit an existing option:
The following settings are available: | |
CodeLeave blank - will be automatically added when saving | Enter a unique code for this source, see examples above |
Associated Records | Available once saved  Provides ability to see Displays a list , by record type, showing where the source is currently set on each record type (i.e. by lettings/sales applicant, vendor or landlord) |
NameText displayed to users in the Source list and, when being used to log adverts, the Publications list (see next | step)Enter the name of the source/advertising publication |
Advertising Publication | Tick this option if this the source is also an advertising publication  |
Frequency | If this source is also to be used for logging adverts an advertising publication (see above), select the frequency for the publication |
Ad Sizes | If this source is also to be used for logging adverts an advertising publication (see above), ensure the correct sizes for this publication are entered in this field (comma separated) |
Department | If the source needs to be made exclusive to one/more Department, select Department(s) here - if not, leave blank |
Office | If the source need to be made exclusive to one/more offices, select office name(s) here - if not, leave blank Office name(s) should also be entered if you want this source to appear in the initial Source list |
Applicant status options
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Applicant status options are set within the Applicant Status field (click Status on applicant screen to view screen) - setting a status on an applicant allows you to search for and report on applicants depending on their buying/renting status Default Applicant Status options are General, Hot, Cold, Single Property Enquiry, Former Single Enquiry |
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Adding a custom list removes all default options - meaning that only the custom options can be selected from the Applicant |
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Viewing feedback
Status list Default options can still be selected by right-clicking over the Status field on the applicant record |
From the Setup Sources/Position/Feedback screen:
To add new status options:
The following settings are available: | |
Code | Enter a unique 2-digit code for this status, see examples above |
Name | Enter a name for the status option |
Viewing feedback
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A viewing feedback list can be added which offers users the ability to select from a pre-defined list of follow-up feedback when following up viewings |
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From the Setup Sources/Position/Feedback screen:
To add new options:
The following settings are available: | |
Code | Enter a unique code for this option, see examples above |
Name | Enter a name for the option |
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How to add or edit sources/advertising, applicant status /position & viewing feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen |
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