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Both methods are covered below

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Logging an individual advert

1. Create advertising note

From the property record that you wish to log the advert for:

  • Click the Options menu

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  • Select Create Advertising Note

2. Select publication

The publications list should be configured to match your company’s requirements

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  • In Publications, select the publication type, ensure that the details displayed below are correct, then click Add

  • Select whether the advertisement type is to be recorded as Pre-booked or Advert placed, where needed enter the Advertisement size and Total cost details

  • Click Exit
    Adverts are logged in the property journal

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Tip

Control & A also launches this screen

2.

Logging multiple adverts

Tip

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Prepare Advertising

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allows adverts to be prepared and saved for multiple properties

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Advert details can also be logged in the property journal

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2. Select publication - step 1

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  • Select the publication, click Next

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  • The publications list should be configured to match your company’s requirements

Step 2 - select

3. Select offices - step 2

  • Select marketing function - Sales or Lettings

  • Select office(s)

Step 3 - select properties

  • (or Whole Company for all)

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  • Click Next

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5. Select template & function - step 4

Select a template and choose one of the function options to the right (outlined below)

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    • Preview/Print opens the advertisement in a non-editable window

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    • Edit in Word allows the advertisement to be edited and saved to your PC/network

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    • E-mail opens a new email message with the advert attached in non-editable (HTML) format

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    • E-mail from Word allows the advertisement to be edited and saved in a format suitable for emailing (the pictures will be embedded in the file rather than being linked to the document)

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    • Tick Create log entries to record details of the advertisement in the selected property journals

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    • Click

    the

    • Finish

    button

    • (which will be in place of the Next button) to complete the process

1. Access prepare advertising

  • Click your name/office at the top of the main menu

  • Click Tools and select Prepare Advertising

    The Prepare Advertising wizard is launched, see next step 3 

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3. Prepare Advertising wizard

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titleStep 1 - select publication
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title

- Select relevant office(s), click Next
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4. Select properties - step 3

All properties with available status for the chosen office(s) will be displayed

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  • Tick the box next to the properties that are to be advertised, click Next

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  • Selecting the property record will display previous advertisement information and allow costs to be logged (bottom right)

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  • Click the column headings to sort the properties, for example by date instructed

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  • Options allows extra properties to be added to the list and also to remove some properties from view

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titleStep 4 - prepare advert
Tip

If the Prepare Advertising application is only being used for logging advertisement information in property journals, select one of the above functions (for example Preview/Print), close the resulting screen and click the Finish button

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