This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.162+, an option is available which provides a more efficient option to duplicate:
a sales property as a lettings property
ORa lettings property as a sales property
For example, prior to version 12.162 - if a lettings property needed to be converted to a sales property and lettings marketing stopped - the lettings property would first need to be dual-marketed as both sales and lettings, then the lettings marketing would need to be stopped
This update means that a duplicate can be created alongside the original property record without the need to dual market the original first
1a. Sales property From sales property:
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1b. Lettings property From lettings property:
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2. Next steps
After working through the prompts and entering the landlord/vendor information, the new duplicate property record is created |
3a. Duplicated sales property as a lettings property The new lettings property record is created as a duplicate, meaning that the original sales property is still on the system as a separate record |
3b. Duplicated lettings property as a sales property The new sales property record is created as a duplicate, meaning that the original lettings property is still on the system as a separate record |