Page Comparison

1. Identifying local applicants with property to sell

When an applicant

has a property to sell in your

branch’s selling area

, from applicant record:

• Click Status and tick Potential Client
  Doing so allows a Potential Client report to be run to identify your office’s local own to sell applicants

• 
  Click here for more information: Power Reports library

• Ensure that the Applicant Status screen correctly reflects the applicant’s position for selling and buying

• Image Added

2. Check for vendor record

To safeguard against creating duplicates, check whether the contact is already set-up with a vendor role for this property

From the applicant record: 

• Above the applicant name, click the orange Contact icon

• Check the Activity section

• (bottom left of screen)

  • If there isn't a current vendor record for this property, proceed to step 3 

  • If there is a current vendor record, jump to step 4

3. Add a property record for the MA opportunity

From the contact record, Activity section:

• Click

• button and choose to add Sales/Lettings Property

• , as required

  Image Added

• A prompt is displayed, click Yes

  Image Added

4. Details to enter on the MA opportunity property record

From new property record created:

• Status: set to Pre Appraisal
  This allows reports to be run on Pre Appraisal properties to generate a list of MA opportunities

• Attributes: complete as closely as possible
  This allows Pre Appraisal properties to be searched by type to assist in generating future business

• Click Save (button top right)

• Image Added

5. Add journal entry and set next call date 

Setting a next call date ensures that this opportunity will appear in the Vendors/Landlords To Call section on the Organiser

• In Activity Feed section, click

• button and select Create journal entry

  Image Added

• Add journal entry and click Accept

  Image Added

• Ensure Update last/next call dates is selected and click Accept

  Image Added