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1. Market as sales option

From the sales property:

  • Beside Active, click Lettings and select Market as sales property

  • Click Yes to confirm

2. Sales record created

The property is now being dual marketed as both sales & lettings - as indicated in the Active section

  • Make required changes - e.g. select sales property Status

  • Click Save
    If you now wish to stop marketing the property as lettings, see next step

Tip

You can switch between sales and lettings view of the property via the Active menu

3. Pre-AgencyCloud 12.162: stop marketing as lettings (where required)

From sales property:

  • Beside Active, click Sales and select Stop lettings marketing

  • Click Yes

  • The property record is now being marketed as a sales property only

  • Automatic notes are added to the Activity Feed and the Detail Change section of the Journal, along with the Active section showing as Sales only

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Market a lettings property as sales where property has transactions (applicable pre-AgencyCloud 12.162)

Tip

Pre-AgencyCloud 12.162: a lettings property record cannot be changed to a sales property if it has transactions (when attempting to add the sales marketing mode, a prompt is displayed to explain this)
The lettings property needs to be duplicated instead - this allows the duplicate lettings property record to be dual marketed (as sales & lettings), or converted to be a sales property record only

From AgencyCloud 12.162+: follow the process outlined in this guide: Duplicate a property as sales or lettings - from 12.162+, an option is available to duplicate a lettings property as sales which can be done regardless of whether transactions exist on the lettings property

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