Chris Horroll
Articles
-
Adding Bullet Points
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Details tab. Enter the first bullet point. Press Return/Enter once on the keyboard Enter the second bu...
-
Following Up An Offer
Go to Follow up>Follow Up. Tick Display offers to follow up. Double-click on the relevant property. Enter information, Accept, Reject etc. Click on Save.
-
Adding Viewing Mergefields In A Letter
Viewing Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in VIEW. This will bring up all of the mergefields which begin with VIEW. Select the req...
-
Following Up Marketing Emails
Go To Main Menu>Follow up>Marketing Follow Up. Change the time frame from the dropdown if required. The names are listed on the left hand side. Click on a name. Properties they have had informatio...
-
Adding A Document To A Sale Property
From the Property menu find the property you want to add the document to Choose the Documents tab and the add document button In the window that opens, navigate to the document you want to attach C...
-
Adding Prospective Tenant Mergefields In A Letter
Prospective Tenant Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in PROS. This will bring up all of the mergefields which begin with PROS. Sel...
-
Adding Notes To The Sale Progression
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Add note. Enter information. Click on Save. This note is also visible on the Histor...
-
Archiving A Person Record
Question: How Do I Archive A Person Record? Solution: Go to Main Menu>Person and click on Delete. Confirm the deletion. To make the record active again click on Event and Reinstate Person
-
Taking A Property Off The Internet
Go to Property>Find Property, enter any part of the address and click on Search. Untick Display on internet. Save the change When the next upload to the internet is made the property will be remov...
-
Adding Property Mergefields In A Letter
Property Mergefields (5).pdf On the letter click Insert Mergefield which is at the top of the screen. The type in PROP. This will bring up all of the mergefields which begin with PROP. Select the...