Property matching criteria can be set for a potential buyer to help identify suitable properties. Criteria may include preferred locations, property types, and minimum or maximum purchase prices.
Go to Sales properties > Potential buyer
Locate the required buyer
Select the edit pencil icon
Open the Criteria tab
Complete the required fields, including:
Preferred property location
Preferred property type
Minimum price
Maximum price
Select Submit
Note: Within the 'Type of property' field, users can select broad categories as well as individual property types. For example, selecting the 'Flat/Apartment' category option will pre-select all property types within that category.
Users can delete any selected property types by selecting the cross icons.