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This article provides advice on how to add or edit sources/advertising, applicant status /position & viewing feedback options following on AgencyCloud using the Setup Sources/Position/Feedback screen

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From

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version 12.145+, a key contact can request access to the Setup Sources/Position/Feedback screen by contacting Reapit Support, click here to request this

Note

Before making changes to AgencyCloud configuration, the relevant guidance provided on in this page section should be read thoroughly - any changes made to configuration that causes an impact the on operation of AgencyCloud may incur a charge to rectify

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Access Setup Sources/Position/Feedback screen

From main menu:

  • Click user name/office top left of main menu

  • Select Configuration and click Setup Sources/Position/Feedback

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  • The Setup Sources/Position/Feedback screen will be displayed

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Source of enquiry & advertising

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Info

A source of enquiry can be entered on an applicant, vendor, landlord & contact record and used to report on to identify trends

A source option can also be identified as an advertising publication to allow - this allows adverts to be logged against the publication

Example Source menu (from applicant record):

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From the Setup Sources/Position/Feedback screen:

  • Ensure Source of enquiry/advertising option is selected (top left)

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To add new

checks

options:

  • Click the Add button
    This action clears the right side of the screen, ready to add a new option

To edit an existing option:

  • Select the option on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Leave blank - will be automatically added when saving

Enter a unique code for this source, see examples above
Note: once saved, this cannot be changed!

Associated Records

Available once saved

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Provides ability to see

Displays a list

, by record type,

showing where the source is currently set on each record type (i.e. by lettings/sales applicant, vendor or landlord)

Name

Text displayed to users in the Source list and, when being used to log adverts, the Publications list (see next step)

Enter the name of the source/advertising publication

Advertising Publication

Tick this option if

this

the source is also an advertising publication
This will add the source to the publications list for logging adverts

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Frequency
Weekly on, Monthly, Other

If this source is also

to be used for logging adverts

an advertising publication (see above), select the frequency for the publication

Ad Sizes

If this source is also

to be used for logging adverts

an advertising publication (see above), ensure the correct sizes for this publication are entered in this field (comma separated)


Default

- 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

also

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

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Viewing feedback

status

Info

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

Note

Adding a custom list removes all default options - meaning that only the custom options can be selected from the Applicant Status list (default options can still be selected by right-clicking over the Status field on the applicant record)

Default Applicant Status options

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Tip

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:

  • Ensure Applicant position/status option is selected (top left)

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To add new status options:

  • Click the Add button
    This action clears the right side of the screen, ready to add a new status option

  • To edit an existing status option:

    • Select the option on the left

    • Make changes on the right

    • Click Save

The following settings are available:

Code

Enter a unique 2-digit code for this status, see examples above
Note: once saved, this cannot be changed!

Name

Enter a name for the status option

Viewing feedback

Info

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

Example viewing feedback list

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From the Setup Sources/Position/Feedback screen:

  • Ensure Viewing feedback option is selected (top left)

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To add new options:

  • Click the Add button
    This action clears the right side of the screen, ready to add a new option

  • To edit an existing option:

    • Select the option on the left

    • Make changes on the right

    • Click Save

The following settings are available:

Code

Enter a unique code for this option, see examples above
Note: once saved, this cannot be changed!

Name

Enter a name for the option

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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How to add or edit sources/advertising, applicant status /position & viewing feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen

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