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This guide has been reviewed against our global client base and classed as relevant to all regions |
Completing the applicant/buyer status screen as far as possible is highly recommended; doing so allows your data to be manipulated to generate business opportunities
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For example: for lettings opportunities, the screen can be used to log applicants who are investors and, for sales opportunities, applicants who have a local property to sell can be noted |
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- reports can then be run on this data |
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The status options can be found by clicking the link beside Status on an applicant record:
(and can also be accessed as a shortcut menu by right-clicking over the link)
1. Applicant status options
The screens on the right give examples of how an applicant should be set up when they are:
a) a local applicant with a property to sell
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1. Access applicant status options From applicant:
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2. Local applicant with a property to sell If an applicant is local with a property to sell:
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b) an investor
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3. Applicant is an investor If an applicant is an investor:
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a) a local applicant with a property to sell
b) an investor
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4. Running applicant status reports From |
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main menu:
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For example:
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2a: Local potential vendor report
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| title | Criteria to select |
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| title | Criteria to select |
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2b: Investor report
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For more information on building Power Reports, click here: https://reapit.atlassian.net/l/cp/3xFhguF8 Also available is the Power Reports library which contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into Reapit - making building Power Reports quicker & easier |
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How applicant/buyer status information can be manipulated to generate business opportunities |