Completing the applicant status screen as far as possible is highly recommended; doing so allows your data to be manipulated to generate business opportunities.
For example: for lettings opportunities, applicants who are investors can be logged; for sales opportunities, applicants who have a local property to sell can be logged. Reports can then be run to generate a list of investors and potential local vendors.
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 Ticking Potential Client for all your local applicants with a property to sell allows a Potential Client report to be run on your office - which will then return all your potential local vendors If the current agent details are also entered, this can assist in identifying trends b) an investor For Buying Reason, select Investor/To Let | a) a local applicant with a property to sell
b) an investor
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2. Running applicant status reports From the main menu:
| 2a: Local potential vendor report
2b: Investor report
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