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This guide has been reviewed against our global client base and classed as relevant to the following regions: APAC |
This articles explains how to export a contact and any existing properties to Agentbox.
From the Contact record, select Agentbox:
If the contact has not already been sent to Agentbox, the screen Activity panel will be empty
At the bottom of the Activity panel, click Send contact to Agentbox
If the contact has any properties, you can also export these. This will create a Prospect record in Agentbox, linked to the contact record.
Once the export is complete, a preview of the Agentbox record will be displayed, as well as any notes.
A preview will be also available for the new Prospect property
To view the Agentbox records, you must use the Agentbox ID to search in your Agentbox system.
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| The business must use both the Property Management and Agentbox products. Please contact your Client Success Manager for further information. |
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