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. Note: When removing a Buyer’s requirements, the Contact information will still remain in the system.

1.       Click on the Contacts Function/Menu button.

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

3.       Select the Buyers Option Button

4.       Select the Employee from the Drop Down List or Leave Blank for ALL

5.       Click on the Find Now button.

6.       The system will display all results in the List of records area below

7.       Double left click on the Buyer to display its details in the Buyer Active Window

8.       In the Status drop down list, select Old.

9.       Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

10.     Note: Once the Buyer has been made old any Activity Plans attached to this buyer will be

deleted.
 

11.     Note: Status can be changed back to current at anytime to activate this buyer again.