Commercial Buyer/Lessee Match


This area allows you to match a prospective Commercial Buyer or Lessee record with current Commercial Listings. Note: The prospective Buyer/Lessee must exist in the system as a Contact; See Enter a new Contact (Person) as well as a Buyer. See: Enter a new Commercial Buyer/Lessee

1.       Click on the Contacts Menu/Function button.

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

3.      
Select the Enquiry Option Button.

4.      
The Enquiry Type will default to Buy Commercial, if the requirement is for a Lease, select the
Lease Commercial Option Button.

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

6.      
Double left click on the prospective Buyer/Lessee to display its details in the Active Window

7.       To view the prospective Buyer/Lessee’s contact details click on the button.

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

9.      
Select the Matches tab.

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

1.       All matching records will display in the grid.

2.      
Click on the Select Check Box, then click the E-mail button to e-mail HTML brochure or click
PDF to send a PDF brochure for all selected listings to the prospective buyer/lessee.