Duplicate a property as sales or lettings

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 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

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