On a Property record, you can record that the owner (vendor or landlord) has given you their signed approval of the draft particulars they were sent.
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Actions
- In the dropdown menu, either:
- Click Details Approved by Vendor if you are doing this for a sales property, or,
- Click Details Approved by Landlord if you are doing this for a rental property
- The Details Approved window opens. Type in any relevant Notes
- Click OK
A new entry appears on the property's Timeline and the owners Timeline, as a record of the owners approval of the draft particulars.