Should a new buyer already exist in the system as an owner or tenant, the existing record can be converted to a buyer record. This eliminates the need to manually enter the individual's details again and helps maintain data consistency.
1. Owner to buyer
Go to Owners > View owners (landlords) or View owners (sellers)
Locate the relevant owner
In the Action column, expand the dropdown and select Convert to buyer
Users will then be redirected to the Sales properties > Potential buyers page, and a new buyer record will have been created using details from the owner record.
The ID of the new buyer record will be referenced at the top of the page. Users can edit this record to add any additional details if required.
2. Tenant to buyer
Go to Tenants > View tenants
Locate the relevant tenant
In the Action column, expand the dropdown and select Convert to buyer
Users will then be redirected to the Sales properties > Potential buyers page, and a new buyer record will have been created using details from the tenant record.
The ID of the new buyer record will be referenced at the top of the page. Users can edit this record to add any additional details if required.