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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 Status list Default (default options can still be selected by right-clicking over the Status field on the applicant record) |
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Please notify Reapit if you want to use custom status options on your system - as the configuration needs to be checked and enabled before it can be rolled out If you already use custom status options, you do not need to contact Reapit as the feature will already be enabled |
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 |
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