Here are the steps for registering a buyer in the system:
- Click on the “Sales” top menu tab
- Click on the “Buyers” sub-menu
- Click on the “Add” link to take you to the form to register a new buyer
- Enter the details for the buyer and press the “Add” button. At least one of email address or phone number is required.
Note: a shortcut to the Buyer registration form exists on the Dashboard page. Clicking on the “Add Contact” link at the top of the dashboard, and selecting Residential/Commercial Buyer will take you directly to Step 4.
Buyer Form Fields
Most of the fields in the buyer form are self-explanatory, but some additional notes are provided below:
"Additional contact" - if the buyer has a second set of contact details (for example, for a spouse or partner), enter them in this section.
"Company name" - if the buyer is in fact a company, enter the name of that company in this field.
"Email" - if you have multiple email addresses for this buyer, you can enter them in the single email field, separated by a semi-colon (;).
"State" - by default, all new buyers will be registered as being "Looking". If they find a property, change the status to "Found property". To archive them, without actually deleting them from the system, set the state to "Inactive". You will still be able to access the record, but the buyer will not appear in the buyer list by default.
"Lead Staff" - the member of staff responsible for the agency's relationship with this client.
"Branches" - for multi-branch agencies, you can register the buyer at multiple branches by ticking the branches in this field.
"Property Categories" - tick whether the buyer is a residential or commercial buyer, or both.
"Search Criteria" - enter the applicant's search criteria in this section of the form. Don't forget to tick the "Subscribe to emails" tickbox if the buyer is to receive property alerts by email.