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:
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1b. Lettings property From lettings property:
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2. Next steps
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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) |
An option is available which allows a more efficient option to duplicate a sales property as a lettings property or a lettings property as a sales property without the need to dual-market the property first |