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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 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.
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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