Contacts Tab (Buyer MGMT)
24 steps
|
52 seconds
Adding a New Buyer
1
Click the "Contacts" tab.
2
Click the "Buyers" option.
3
Click "+ New Buyer" button.
4
Add buyer's first and last name.
Display Name automatically pulls in the first and last name.
5
Add Buyer's budget, *if desired.*
6
Add Buyer's email address.
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Add Buyer's phone number.
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Add Buyer's address, *if desired.*
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Add Tags, *if desired.*
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Add yourself as the Buyer's agent.
11
Here is an example of what the file will look like:
12
Click "Save".
Viewing Activity Log
13
Click "Activity Log" to see creation and updates made by your team.
Editing Buyer's Profile
14
Click "Edit Profile" to make any updates.
Deleting a Buyer
15
Click the trashcan Action button to delete a Buyer.
Logging Interactions and Notes
16
Log any interactions with the Buyer here.
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Check the box to indicate this interaction was initiated by the Buyer.
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Enter the date and time of the interaction.
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Enter how the interaction was carried out.
Same concept applies to Notes section.
Navigating within Transactions Tab
20
Click "Transactions" to see a list of the Buyer's current or previous transactions.
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In this example, there are no current or previous transactions as the Buyer was just added.
Transactions are clickable and will take you directly into the transaction.
Navigating within Transactions Tab: Adding a Transaction
22
Click "Add Transaction" to pull Buyer's information directly into a new transaction.
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Fill in the new transaction info. Click "Save". **NOTE:** Buyer contact info is *automatically* pulled in.
Navigating within Transactions Tab: Managing Documents
24
Click "Manage Documents" to add/view documents that have been uploaded to the Buyer.
