This area allows you to match a residential Listing with residential Buyers in the Contact database. See Enter a new Buyer. You are also able to E-mail a brochuretoany Buyers (with an e-mail address). Note: Ensure the Administration > Agency Settings > Departments > General area has an e-mail address entered; this then allows the brochure to be e-mailed to the Department’s e-mail address first, with all matched recipients appearing in the Bcc field of the e-mail application.
 

Should you prefer the system to automatically prompt you to match a newly saved or edited Commercial Listing with Commercial Buyers you may enable this option in Properties > Listings > Match Buyer – simply select the black arrow and choose the Always match when saving listings option.
 

1.       Select the Properties Menu/Function button.

2.       Click on the Listings Option Button.

3.       Ensure the appropriate Department is displayed/selected from the Department Drop Down

List. I.e.: Residential.

4.       Locate the Listing in the grid or see Search for a Listing

5.       Double left click on the Listing to display its details in the Active Window and click on the Match

Buyers button. Alternatively, left click once on the Listing then Click on the Actions button (located on the Task Bar) and Select Match Buyers.

6.       Edit/enter any filter as necessary.

7.       Click on the Match button.

8.       If the search criteria matches that of any Buyers, the list of Buyers will be displayed.

9.       Enable the Select checkbox for all buyers whom you wish to email the Property Brochure to.

10.     Select the Send E-mail… button to send an e-mail to buyers. See Note above.

11.     Click on the OK button, alternatively click on the X at the top right corner of the Active Window.