Goal
Understand how to add matches to Interest Schedules.
Why
This article will walk you through how to add requirements (matches) to Interest Schedules.
Goal
Understand how to add matches to Interest Schedules.
Why
This article will walk you through how to add requirements (matches) to Interest Schedules.
Add Matches to your Interest Schedule:
A quick video showing you how to add internal matches to your Interest Schedule.
Navigate to Find Matches:
This is found if you have no interest on your schedule or in the tab next to the "Interest Schedule" tab.
Explore Internal Matches for Inclusion:
Browse through your internal matches by selecting "Internal" and choose the ones you want to incorporate into your Schedule.
Initiate Schedule Integration:
Select the Pink bar at the bottom of the screen that states "Add Requirement's to Interest Schedule.
Review and Confirm:
Before finalising, review the added matches within your Schedule.
Confirm that the information is accurate and aligns with your requirements.
Adding Society Enquiries:
Explore the Marketplace:
In the find matches tab select the options to view "Society" requirements.
Identify Relevant Enquiries:
Browse through the available enquiries in the marketplace.
Identify those that match your criteria.
Initiate Schedule Integration:
Select the Pink bar at the bottom of the screen that states "Request Match to my Disposal"
Review and Confirm:
Take a moment to write a message to the agent\s then send your Match Request.
Navigate the your outbox in your Interest Schedule where you can view your sent requests, move them to your schedule or archive them.
Adding interest to your schedule Schedule
Add interest to your schedule in just a few clicks.
If you need to link that piece of interest to an existing requirement or create a new one, you now have the option to do so in just a few steps.
Adding Joint Agents to your Disposal for Enhanced Marketing
Learn how to add Joint Agents to your disposal.
Including Joint Agents in your marketing efforts can significantly boost your property exposure and collaboration opportunities. This feature allows you to showcase multiple agents on your PDFs and website when selecting them in your publishing options.
How to Add Joint Agents
Create a Disposal:
Begin by creating a disposal for the property you want to market.
Navigate to the Marketing Tab:
Once the disposal is created, go to the Marketing tab on the platform.
Locate the Joint Agents Box:
Scroll towards the bottom of the Marketing page, where you'll find the Joint Agents box.
Add Joint Agents:
In the Joint Agents box, you can add the usernames or details of the agents you want to include.
Save Changes:
Make sure to save your changes to ensure that the Joint Agents are associated with the specific disposal.
Handy Tip: Adding Joint Agents to your disposal is a powerful tool for marketing purposes. Follow the simple steps outlined above to include multiple agents in your property listings, and don't forget to explore the Joint Agents Interest Schedule for a more organised and collaborative marketing approach.