Chris Horroll
Articles
-
Adding Tenant Mergefields In A Letter
Tenant Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in TEN. This will bring up all of the mergefields which begin with TEN. Select the requir...
-
Adding A File Note
Go to Person>Event>File Note. Enter the message, click on Save. This can also be done from the Property Record
-
Making A Property Show As POA On The Web
Go to Property>Find Property, enter any part of the address and click on Search. In the drop down Price Qualifier box scroll down and find POA Click Save. When the property is next uploaded to the...
-
Renegotiate A Sale
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Renegotiate Sale. Enter new amount and notes, click Save. Offer letters will automa...
-
Adding Landlord Mergefields In A Letter
Landlord Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in LAN. This will bring up all of the mergefields which begin with LAN. Select the requ...
-
Logging A Telephone Call
Go To Main Menu>Person>Even>Phone Call. Enter your Notes, click on Save.
-
Making A Sale Property Low Profile
Go to Property>Find Property, enter any part of the address and click on Search. Tick Low Profile. Click on Save. Property will then not be matched to applicants or upload to the internet.
-
Resurrecting An Offer (From Person)
Please note that this can only be done for a rejected offer, not a withdrawn offer. Go to Person>Find Person, enter any part of a person’s name or address and click on Search. Click on the History ...
-
Adding Buyer Mergefields In A Letter
Buyer Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. The type in BU. This will bring up all of the mergefields which begin with BU. Select the required m...
-
Booking A Viewing From The Person Record
You can do this in one of two ways. Go to Person Record> Event>Viewing. Find the Property which the person wishes to view. Enter the date and time, the name of the accompanying viewer if applicable...