Contacts Tab (Buyer MGMT)
If you are working with a buyer and would like to create a buyer record before a transaction is started, follow the steps below.
24 steps
|
52 seconds
Adding a New Buyer
1
Click "Contacts".
2
Click "Buyers".
3
Click "+ New Buyer".
4
Add buyer's first and last name.
information ordinal icon
Tip! Display Name automatically pulls in the first and last name.
5
Add Buyer's budget, *if desired.*
6
Add Buyer's email address.
7
Add Buyer's phone number.
8
Add Buyer's address, *if desired.*
9
Add Tags, *if desired.*
10
Add yourself as the Buyer's agent.
11
For example:
12
Click "Save".
Viewing Activity Log
13
Click here to view the activity log.
Editing Buyer's Profile
14
Click here to edit the profile.
Deleting a Buyer
15
Click here to delete a Buyer.