This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how to add a new applicant record and the basic details which should be entered
Your company processes may dictate what needs to be entered when adding an applicant, therefore you should continue to follow these
1. Search for & add new applicant record Before adding a new applicant, check they are not already on the system
Providing the search text entered isn't found, a new applicant record will be created, as shown in step 2 | 1a: 1b: 1c: |
2. Enter contact details for all applicants
An example sales applicant record is shown above - adding names/contact details for a lettings applicant uses the same process as a sales applicant, click section below for a lettings example | |
3. Status & Source Status Completing the applicant status screen as far as possible is highly recommended; doing so allows your data to be manipulated to generate business opportunities - click here for more information From Status section:
Source Source of enquiry should be used to indicate why an applicant has registered with you, this allows reports to be run to identify trends From Source section:
| 3a: Sales status options 3b: Lettings status options |
4. Price / Rent range Price/rent range is used for matching and can also be used when running reports In the Requirements section:
Shortcut when entering monetary figures Enter k for thousands & m for millions | |
5. Requirements Requirements should be entered to ensure your applicant is matched correctly From the Requirements panel:
What is displayed in your applicant Requirements screen is dependent on configuration, but the principle of how the screen works is the same
| |
6. Requirement notes Requirement notes allow you to add any personal/specific information for this applicant From the Requirement Notes panel:
Requirement notes can be edited/deleted as required | |
7. Save & set Marketing Consent
An applicant's Marketing Consent can be viewed and updated at any time on the applicant screen - see 7b | |
8. Creating a journal entry The Activity Feed panel automatically displays key activity, this area is also used for adding manual journal entries Journal entries, once added cannot be deleted, therefore provide an audit trail for activity From Activity Feed:
| |
9. Setting the last & next call dates Setting the last & next call dates ensures that you are prompted (via the Organiser) to make contact with the applicant on a regular basis
In this example, the applicant will appear in the Applicants to Call list on the Organiser from 02/12/2020 and will stay there until they have been contacted and their call dates are updated | Hovering over the Next call date will also display the last call date |
For further information on data entry, see:
Golden Rules - recommended minimum requirements for your database