Creating a Group of Contacts Looking To Buy But Have a Property To Sell

Creating a Group of Contacts looking to Buy but have a Property to Sell

Go to Tools>Match Groups>Actions and Add Contact Group. 

Ensure that under Disposal, Contact Description and Intention the tick boxes have been selected.

Then under Group, name your group, if this is to be shared between more then branch change the drop down. Click Save.

To then locate your group go to Contacts> Groups.

Your group will be located in the list.


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