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From AgencyCloud 12.162+, an option is available which allows provides a more efficient option to duplicate:

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1a. Sales property

From sales property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Lettings Duplicate

1b. Lettings property

From lettings property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Sales Duplicate

2. Next steps

  • Selecting either option above will first prompt to clear the property office details
    Select Yes/No as appropriate

    Image RemovedImage Added

  • A prompt to copy the property pictures and/or room detail will also be offered

  • When duplicating a sales property as a lettings property, enter landlord information

  • When duplicating a lettings property as a sales property, enter vendor information

Tip

After working through the prompts and entering the landlord/vendor information, the new duplicate property record is created

3a. Duplicated sales property as a lettings property

The new lettings property record is created as a duplicate, meaning that the original sales property is still on the system as a separate record

3b. Duplicated lettings property as a sales property

The new sales property record is created as a duplicate, meaning that the original lettings property is still on the system as a separate record

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Excerpt
hiddentrue

An option is available which allows a more efficient option to duplicate a sales property as a lettings property OR or a lettings property as a sales property without the need to dual-market the property first

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