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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 /or property 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 available for the new Prospect property
After selecting a property, further options are available.
A contact may have multiple properties, each with a different role/status. The below icons will be displayed depending on which database the product exists.
If the property exists only in RPS, will be displayed.
If the property exists only in Agentbox, will be displayed.
If the property exists in both RPS and Agentbox,
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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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