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This guide has been reviewed against our global client base and classed as relevant to the following regions: to APAC only |
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
- Activity panel will be empty
At the bottom of the Activity panel, click Send contact to Agentbox
- You will be able to assign the prospect to an Agentbox user. Select the user when prompted, and press Accept. A task will be assigned to the user, notifying them that a new Prospect has been added
- If the contact has any properties, you can also export these
This will create a Prospect record in Agentbox,
- which is 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
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,
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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