1. Adding a new potential buyer
Go to Sales properties > Potential buyer
Click on + Enquiry
Populate the form with details of the lead buyer, including their name, contact details and any properties of interest
Details of other associated buyers can be entered in the Buyer 2 - 4 tabs
Click Submit
Note: If no property is selected within the Linked properties field when adding a potential buyer, this allows the buyer to be added to viewings for all available properties. When adding a new viewing, the potential buyers will also appear within the potential buyers dropdown menu.
2. Linking a buyer to a property
Go to Sales properties > Potential buyer
Locate the buyer in question
Click on the edit pencil icon
Within the Linked properties field, select the relevant property address
Click Submit
This can also be carried out via the following method:
Go to Sales properties > View available properties
Locate the property in question
Expand the Actions dropdown and select Link to Buyer
Expand the Please select dropdown in the pop-up and select the appropriate buyer
Should there be more than one buyer to be linked, click Submit and link another buyer
Click Submit
Note: The Actions dropdown is also available on the property overview page, allowing the buyer to be linked to the property from that page as well.
Note: If you wish to remove the linked buyer from the property overview, the property must be removed from that buyer's Linked properties field.
Video tutorial