There are three types of contact notes provided for in BDP: General contact note (green icon) Vendor contact note (orange icon) Applicant contact note (blue icon) The General contact note is appended to the property record only. The Vendor contact note is appended to the vendor record as well as the property record. The Applicant […]
Articles Tagged: applicants
Enquiries, Viewings and Offers widget
This widget is divided into the following sections: Contents Offers Notes of Interest (Scotland only) Enquiries (web) Enquiries (office) Viewings Offers If an offer is received, click “New offer” in the left-hand Tools (under the main left-hand menu). This opens a sliding panel where you can fill in as many details about the offer and […]
Adding an Applicant
To add a new applicant click either on the Add New Applicant button at the top left of the applicants screen or on the plus sign in the top right. This opens a form into which you can enter all the applicant’s contact details you have available. Once the applicant is in the system you […]