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Accessing Setup Sources/Position/Feedback screen
From main menu:
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Source of enquiry & advertising
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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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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 |
Viewing feedback
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A viewing feedback list can be added which offers users the ability to select from a pre-defined list of follow-up feedback when following up viewings |
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From the Setup Sources/Position/Feedback screen:
To add new options:
The following settings are available: | |
Code | Enter a unique code for this option, see examples above |
Name | Enter a name for the option |
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If you have any issues using the self-service configuration screens, contact Reapit Support |
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How to add or edit sources/advertising, applicant status & viewing feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen |
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