Once a buyer has expressed interest in a property, this can be recorded as a date stamp against the buyer record on the property overview page. The details of this note can be recorded in the buyer record.
1. Recording a note of interest
Go to Sales properties > View available properties
Locate the relevant property and click on the house icon in the Overview column
Click the tick in the Note of interest column of the respective buyer
The tick will then be replaced with a date stamp. The number of notes of interest against a property can be seen at a glance in the Marketing tab of the property overview, as well as from the View available properties page.
2. Adding details
Go to Sales properties > View available properties
Locate the relevant property and click on the house icon in the Overview column
Click on the name of the relevant buyer
Add the details of the note of interest to the Additional lead information
Click Submit
The buyer record can also be located by going to Sales properties > Potential buyer.
3. Deleting a note of interest
Go to Sales properties > View available properties
Locate the relevant property and click on the house icon in the Overview column
Click on the edit pencil icon of the relevant buyer
Click on the red cross next to the Note of interest calendar