Contacts: Management widget

The Contacts: Management widget allows firms to: Assign a local or internal reference number or code to the applicant Associate a specific negotiator with an applicant, tenant, landlord or vendor. This helps track individual negotiator activity. Assign a buying category to an applicant as follows: Unknown (U) Property on Market (POM) Not on Market (NOM) […]

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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 […]

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Vendor details

Back to adding a property – Forward to adding photos In the main property details screen you will see an Owner Details¬†widget. Click the top bar to open it if it’s closed. A property can have one or more owners or vendors, thus the vendor is treated as a Group comprising one or more individuals. […]

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Vendor properties for sale

If you have added a vendor via the Contacts > Vendors page, you can add a property for sale to their record. When looking at the vendor record, click the “Add a property” button in the Properties for sale widget. Fill in the form displayed as far as you can and click the Proceed button. […]

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Adding a vendor

A Vendor can be added in two ways: Via the “Add a new vendor” link on the Vendors listing screen (Contacts > Vendors menu) Via the Owner details widget in the property details page Clicking to add a new vendor in the vendors listing screen brings up a form to be completed with all available […]

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Contact notes

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 […]

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Property contacts

The Property Contacts widget contains a summary of all applicants that have expressed an interest in the property and any solicitors that may be associated. An email or SMS may be sent to any of the property contacts by clicking the relevant button next to their entry.

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