1.       Click on the Contacts Function/Menu button.

2.       Select the Listing Enquiries Option Button.

3.       Ensure the appropriate Department e.g. Residential or Commercial is displayed/selected in the
          Department Drop Down list. If Commercial Department is selected ensure correct Listing

4.       Click on the New button.

5.       The Listing search box will appear. Search for the required Listing then select the target once  
          found by double clicking.

6.       The Listing Enquiry form will then appear.     

 

1.       In the Last Name Field begin typing in the contacts Last Name (Surname) as a quick search to

see if they appear in the Database. If the Contact appears left click their record and their details will appear in the contact section of the Listing Enquiry Form.
 

2.       To view the Contact’s details click on the  icon.

3.       If the Contact does not appear in the search then click out of the contact search box and fill out
          the relevant contact details in the Contact section of the Listing Enquiry Form.
          To enter the contacts address details click on  icon. Enter the address

details and then Save & Close.

4.       By clicking on the SMS or E-mail button you can send an SMS or E-mail directly to the

contact. See SMS regarding enabling this feature.

1.       Enter the Staff member looking after this Listing enquiry from the Staff Drop Down List. Note:

If a Salesperson is logged in adding a Listing Enquiry their name will auto-fill with their staff code.

2.       The Date Entered will default to today’s date – change this if necessary.

3.        Select the Motivation from the Drop Down List.

Note: The system will default the motivation to High when entering buyer enquiries.

4.       Enter the Required After date. Note: This date will default to today’s date, if the contact does

not want a property until next year, enter the forward date, the system will not perform any checks on this buyer requirement until one month prior to that date. By leaving the date as today’s date you are assured that the contact will be included in any buyer searches.

5.       The Status will default to Current.

6.       By clicking on the SMS to staff or E-mail button you can send an SMS or E-mail directly to the

staff member assigned to this contact. See SMS regarding enabling this feature.
 

7.       Accepts Email Alert - This will check box will automatically tick if the contact has a valid

email address entered and has Accepts E-mail check box ticked in the contact screen. This will then look for NEW listings to automatically match each evening and email a strip list or HTML brochure to them. The Buyer Alert feature set up needs to be enabled first. 

8.       Enter any Staff Notes – these include any details the Staff member would like to record. e.g. –

Elderly couple – prefer no stairs.

9.       Enter any Client’s notes – these include any or comments made by the contact who enquired

on the listing.
 

10.     Accept single new listing information by - The contact can define whether they want all new

listings that match their requirements within the buyer alert to be sent via email and/or SMS. Click on the  icon to drop down andd select Email and/or SMS.   
 

PROPERTY SECTION

          1.       This will automatically fill in with the Listing details that were selected. 

          2.       To view the Property Details of this Listing click on the view property button.

          3.       To view the Listing Details of this Listing click on the view listing button.