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This guide has been reviewed against our global client base and classed as relevant to all regions

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Note

If you need to dual market a property (i.e. market as both sales and lettings) or you wish to change a sales property to a lettings property , or and vice versa - click this link for more information as , you might not need to create a duplicate property record, click this link for more information:
Add/change property marketing mode (sales/lettings) & stop dual marketing option

1. Access duplicate options

From property record:

  • Click the ellipsis button (...)

  • Select Duplicate property/vendor
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    Various - various options are offered, as outlined belowsee step 2

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2. Duplicate property/vendor options explained

  • General Duplicate
    Duplicates the property record exactly as it is, but without journal/contact notes

  • Lettings / Sales Duplicate (available from AgencyCloud 12.162+)
    Allows a sales property to be duplicated as a lettings property (and vice versa) without having to dual market the property first, click here for more information: Duplicate a property as sales or lettings

  • Multiple Lots
    Creates a development record from the property record

  • Previous/Subsequent Sale
    Duplicates the property without the Market Appraisal Date and pulls through the previous buyer as the vendor (if selected when prompted)

  • For Marketing
    Like a General Duplicate, this option also duplicates the property record exactly as is without journal/contact notes - but it is marked as Duplicated for Marketing in the journal

  • As Applicant
    A new applicant record is created with the vendor/landlord details copied across

Tip

Duplicating a property creates a new unique reference number for the property, essentially therefore creating a brand new property record

3. Confirmation prompt

When choosing most of the duplicate options, you will be presented with this prompt:

  • Choose Yes / No as appropriate

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