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From main menu:
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Source of enquiry & advertising
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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 - this allows adverts to be logged against the publication |
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From the Setup Sources/Position/Feedback screen:
To add new options:
To edit an existing option:
The following settings are available: | |
Code | Enter a unique code for this source, see examples above |
Associated Records | Available once saved  Displays a list showing where the source is currently set on each record type (i.e. by lettings/sales applicant, vendor or landlord) |
Name | Enter the name of the source/advertising publication |
Advertising Publication | Tick this option if the source is also an advertising publication  |
Frequency | If this source is also an advertising publication (see above), select the frequency for the publication |
Ad Sizes | If this source is also an advertising publication (see above), ensure the correct sizes for this publication are entered in this field (comma separated) - default sizes are automatically entered but can be removed |
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 be entered if you want this source to appear in the initial Source list for the office (i.e. without having to click Show more in the Source menu to view it) |
Applicant status
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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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