1. Adding a buyer log
Users have the ability to log any communications had with a potential buyer against the buyer's record. To add a log:
Go to Sales properties > Potential buyers
Locate the buyer in question
Within the Logs column, click on the + icon
Populate the form as required
Click on Submit
The number of logs added against a buyer will be noted within the Logs column. To view these logs, click on the arrow icon (
) located to the left of the ID column.
2. Completing a buyer enquiry
Go to Sales properties > Potential buyers
Locate the buyer in question
Within the Complete column, click on the tick icon
To view completed buyer enquiries, click on Completed items.