Chris Horroll
Articles
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Sending Out Sales Letters
Letters automatically run when an offer is accepted. To re-run the letters associated with accepting an offer. Go to Property, Find Property, enter any part of the address and click on Search. Clic...
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Checking What Letters Have Been Sent
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Letters tab. This will list the letters that have been sent.
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Viewing The Sales Chain
Property> Event> Sale Progression or Follow Up> Follow Up> Display Sales and Let Agreed/Marketing then select property. The property for sale will be in the middle of the screen. The Vendor will b...
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Changing A Negotiator For An Available Property
Go to Property>Find Property, enter any part of the address and click on Search. Under User select the negotiator from the list. Click Save.
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Adding External Links To The Sales Chain
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression. External sales for the Vendor and Purchaser can be added if necessary. To add an e...
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Checking What Correspondence Has Been Sent To Applicants
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Marketing tab. This will list the people who have been sent property details. This list can also be fi...
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Finding People Who Viewed A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Viewings tab. A list will be shown of people who have viewed the property.
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Filtering The History
Go to Property>Find Property, enter any part of the address and click on Search. Click on the History tab. Select an event from the event dropdown.
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Adding Public Viewing Arrangements
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Details tab. Enter the viewing arrangement information. Click on Save.