You can store multiple letting searches against a tenant. Each search can be named to make it easy to recognise in the list. To create a new search click the button “Click here to add a new letting search”. Give the search a name Fill in as many or as few of the fields as […]
Category: BDP User help
Help section for regular users of BDP
Notifications widget
The dashboard contains a Notifications widget that alerts you to new enquiries received from both your own website and from Rightmove. This widget contains The name of the enquirer The source of the enquiry The date and time of the enquiry A “Hide Event” button to hide enquiries already dealt with A “Mark as Confirmed” icon A […]
Getting Started – Basic concepts
BDP is built using what we call “Widgets”. These are small, floating panels, each containing information and input fields relating to specific functions. As an example, the Property page contains widgets for, among others, Owner details – contains all the information about the owner or owners and their contact details Selling details – contains information […]
Your firms
BDP makes it possible for business owners to have access to multiple firms. If you are set up with multiple firms, you will be able to select your firms from this widget. Please note that if you do have access to multiple firms, when you first log in to BDP no firm is active. You […]
Solicitor contact notes
This is a free-text input box to hold editable notes. Use it as a scratch pad to leave reminders for yourself and notes for your colleagues about the solicitor in question.
Solicitor contact details
A Lawyer or Solicitor can comprise of one or more individuals. These may be added in the Contact Details widget in the Solicitor details screen. To add or edit any of the details associated with an individual solicitor, click the pen icon next to their entry in the list and fill in the form as […]
Adding a solicitor
Solicitors are added in exactly the same way as other contacts in the BDP system. Select Solicitors from the left-hand Contacts menu. Click the Add new solicitor button at the top of the page Fill in the form presented
Vendor contact note
A vendor contact note can be added in two places: In the vendor details screen via the Contact Notes widget In the property details screen via the Contact Notes widget From the Vendor Details screen, click to add a new contact note and a box will slid in from the left. Fill in the form […]