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1. Create a record for the estate

  • Create a new property record

  • Enter details to cover the whole estate, including the property Attributes

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2. Create first lot

From the property record:

  • Click the ellipsis button (...)

  • In Duplicate property/vendor select Multiple Lots

    A copy of the property record is created

Info

The main property record is now classed as Site Master and any lots created are classed as a Sub Plot

3. Amend property record for new lot

From the new property record just created:

  • Amend the record, changing Description, Price and Attributes to suit

  • Click Save

    An option to copy pictures and/or rooms from the main property record is offered

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4. Access main property record via view linked records option

All records for the estate can be viewed/accessed using the view linked records option

To navigate back to the main property record:

  • Click the ellipsis button (...)

  • Select View Linked Records
    All linked records are shown for this estate

    The property with the red border indicates the main property record

  • Double-click to open the main property record

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5. Create subsequent lots

Repeat steps 2-3

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Excerpt
hiddentrue

How to handle selling a farm or estate as a whole and in multiple lots in AgencyCloud