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Property management - Creating a copy of a sales property

SME Professional allows existing sales property records to be copied either within the sales system or directly into the lettings system. Copying a property record can reduce data entry and provide a starting point for creating similar property records.

1. Copy a sales property

  1. Go to Sales properties > View available properties

  2. Locate the property to be copied

  3. In the Actions column, select Copy property details

  4. When the confirmation dialogue box appears, select OK to proceed with the copy or select Cancel to stop the action

The page will refresh, and a new property record will be created. The copied record will display (COPY of) within the property address.

2. Copy a sales property to the lettings system

  1. Go to Sales properties > View available properties

  2. Locate the property to be copied

  3. In the Actions column, select Copy property details to rent

  4. When the confirmation dialogue box appears, select OK to proceed with the copy or select Cancel to stop the action

The copied property will be listed on the Lettings Properties > View properties page with (COPY of) in its address.

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