Residential Buyer Match


This area allows you to match a Residential Buyer record with current Residential Listings. Note: The prospective Buyer must exist in the system as a Contact; See Enter a new Contact (Person) as well as a Buyer. See: Enter a new Buyer.
  
1.       Click on the Contacts Menu/Function button.

2.      
Ensure the appropriate Residential Department is displayed/selected in the Department Drop
Down List.

3.      
Select the Buyers Option Button.

4.      
The Enquiry Type will default to Buy Residential.

5.      
Locate the Buyer. See - Search for a Buyer

6.      
Double left click on the Buyer to display its details in the Buyer Active Window
7.       To view the Buyer’s details click on the  icon.

8.      
Ensure the Buyer has Requirements and/or Listing Criteria entered.

9.      
Select the Matches tab.

 


This area displays the results of search criteria entered for the Buyer.

 

1.       All matching records will display in the grid.

2.      
Click on the Select Check Box, then click the E-mail brochure… button to e-mail the
brochure for all selected listings to the buyer.