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This guide has been reviewed against our global client base and classed as relevant to the following regions: APAC

This articles explains how to export a contact and any existing properties to Agentbox.

From the Contact record, select Agentbox:

If the contact has not already been sent to Agentbox, the screen Activity panel will be empty

At the bottom of the Activity panel, click Send contact to Agentbox

If the contact has any properties, you can also export these. This will create a Prospect record in Agentbox, linked to the contact record. 

Once the export is complete, a preview of the Agentbox record will be displayed, as well as any notes.

A preview will be available for the new Prospect property 

After selecting a property, further options are available.

The business must use both the Property Management and Agentbox products. Please contact your Client Success Manager for further information.

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