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PrintActions - Buyers
Actions button appears in the second top tool bar. Actions vary depending on the options menu you are in. Action button for Buyer Enquiries menu includes Attach Standard Activity Plan, Match Buyer, Export to Excel, Send SMS, and View Document .
1. Click on the Contacts Function/Menu button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Buyer Enquiries Option Button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Buyer Enquiries Option Button.
5. The system will display all results in the List of records area below.
6. Select (Highlight) the Buyer that you require. To select multiple sequential records click on the
first record then hold down the <Shift>key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.
7. Click on the Actions button.
Available Actions:
1. Attach Standard Activity Plan - This allows you attach a Standard Activity Plan to a
Buyer.
2. Match Buyer - The Buyer Match form displays blank and allows you to enter specific Listing
Details to find Matching Buyers that match this criteria.
3. Export to Excel - Exports all Buyer grids to excel format. Select the appropriate folder to
save the spreadsheet in and rename if required.
4. Send SMS - Allows you to send SMS message to this Buyer.
5. View Document - Allows you to view any documents saved against this Buyer using the
Document Repository.