1. Adding a new potential buyer
Go to Sales properties > Potential buyer
Select + 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
Select Submit
Note: If no property is selected in the Linked properties field when creating a buyer record, the buyer can be added to viewings for any available property.
When adding a new viewing, the potential buyers will also appear in the Potential buyers dropdown.
2. Linking a buyer to a property
Go to Sales properties > Potential buyer
Locate the buyer in question
Select the edit pencil icon
In the Linked properties field, select the relevant property address
Select 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, select Submit and link another buyer
Select Submit
Note: The Actions dropdown menu is also available on the property overview page, allowing buyers to be linked directly from that page.
If the linked buyer is to be removed from the property overview page, the property must be removed from that buyer's Linked properties field.
Video tutorial