Managing Contacts
Contact Statuses
Contact
Transactions
- Sticky notes on a contact
- Adding a General Appointment to a supplier
- Booking a market appraisal for a contact
- Booking a viewing via a contact
- Transferring a contact to another branch
- Creating and managing payment groups
- Taking commission from a supplier payment
- Adding an expense to a supplier
- Creating a group of contacts
- Creating a group - consent features
- Creating a group of hot buyers
- Creating a group of contacts that haven't recently viewed a property
- Creating a group of contacts that haven't been contacted in a set period
- Identifying recently imported or merged portal leads
- Printing a list of applicants