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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
    OR

  • a lettings property as a sales property

Prior to version 12.162, for example:

  • if a lettings property needed to be converted to a sales property and lettings marketing stopped - the lettings property record would first need to be dual-marketed as both sales and lettings, then lettings marketing would need to be stopped on that record

  • if needing to market a lettings property as sales, but the lettings property has transactions - the property would need to be duplicated, then dual-marketed, then the lettings marketing would need to be stopped on the duplicate record to create the sales record

This update means that a duplicate can be created alongside the original property record without the need to dual market the original first, plus a lettings property with transactions can just be duplicated as a sales property without this causing an issue

1a. Sales property

From sales property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Lettings Duplicate

1b. Lettings property

From lettings property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Sales Duplicate

2. Next steps

  • Selecting either option above will first prompt to clear the property office details
    Select Yes/No as appropriate

  • A prompt to copy the property pictures and/or room detail will also be offered

  • When duplicating a sales property as a lettings property, enter landlord information

  • When duplicating a lettings property as a sales property, enter vendor information

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

The Notes panel on the duplicated property record contains an indication that the property has been copied (e.g. Property copied from reference: LON150015)

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