Sending a property to Agentbox (APAC only)
This guide has been reviewed against our global client base and classed as relevant to APAC only
This guide explains how to send a property to Agentbox if the contact already exists in RPS
- If the property exists only in RPS, the icon will be displayed
- Highlighting the property will show a blank Agentbox Preview
At the bottom of this panel there are two options
Link to Agentbox property
- You will be prompted with a list of existing properties in Agentbox linked to this contact
- If the property already exists, you can link the two records to avoid duplication
- If it does not exist, you should send the property to Agentbox
Send Property to Agentbox
- This will create a Prospect record in Agentbox against the existing contact
- You will be able to assign the prospect to an Agentbox user. Select the user when prompted, and press Accept. A task will be assigned to the user, notifying them that a new Prospect Property has been added
- Once the process has been completed, the Agentbox Preview will display the details of the new Prospect property created in Agentbox
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