This area allows you to create a new prospective Residential Buyer Enquiry record. Before adding a Residential Buyer Enquiry the prospective Buyer must exist in the system as a Contact or be entered as a New Contact. See Enter a new Contact (Person). You may add more than one buyer requirement to a single contact. It is suggested that when a buyer purchases a property, whether from you or another agent, or no longer intends to purchase a property, that the requirements’ status are changed to OLD. See: Remove Buyer Requirements

1.       Click on the Contacts Function/Menu button.

2.       Select the Sales Enquiries General Option Button.

3.       Ensure the appropriate Residential Department is displayed/selected in the Department

Drop Down list.

4.       Click on the New Enquires General button.

5.       The Residential Buyer Enquiry form will be displayed.

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

see if they appear in the Data Base. If the Contact appears click once to select them and their details will appear in the Contact section of the Residential Buyer Enquiry Form.
 

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

8.       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 Residential Buyer Enquiry Form.
To enter the contacts address details click on  icon. Enter the address details and then Save & Close.

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

contact/buyer. See SMS regarding enabling this feature.

10.     Enter the Staff member looking after this Buyer’s enquiry from the Staff Drop Down List. Note:

If a Sales Person is logged in adding a Buyer Enquiry their name will auto-fill with their staff code.

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

12.     Select the Motivation from the Drop Down List.

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

13.     Enter the Required After date. Note: This date will default to today’s date, if the buyer 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 buyer will be included in any buyer searches.

14.     The Status will default to Current.

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

directly to the staff member assigned to this buyer. See SMS regarding enabling this feature.
 

16.     Accepts Email Alert - This will check box will automatically tick if the buyer 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.

17.     Referral - Records clients who refer a buyer to your agency. The referrer must be a contact in

the database. The system will record the number of referrals each time a new referral is added and the details of each referral will be recorded on the associations page of the referrer contact. 

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

Elderly couple – prefer no stairs.

19.     Enter any Client’s notes – these include any details the buyer has included in addition to their

requirement. e.g.: Wheelchair access, close to amenities etc.

20.     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.