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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 guide explains how to import a property from Agentbox , if the contact already exists in both systems.
- If the property exists only in Agentbox, the
icon will be displayed
- Highlighting the property will show the Agentbox Preview
At the bottom of this panel there are four options
- Select the relevant option, depending on whether
- it is a sales or rentals property
Link to RPS sales property / Link to RPS rental property
- If the contact has existing properties, you will be able to link to an existing property in RPS (if any exist
- )
- If the property does not already exist, you should import the property from Agentbox
Import to RPS as sales property / Import to RPS as rental property
- This will create a property record in RPS against the existing contact
- Once the process has been completed, you will be able to view the RPS property
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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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