Client records without duplicates or lost agreements
Keep contacts, requirements and the next step in one working record.
Keep contacts, requirements and the next step in one working record.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Sale → Apartments → Clients
Clients · Match
Step-by-step instructions
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Search by phone before adding a client to avoid duplicates. In a new record, enter their name, contact methods, responsible agent and a working note.
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You can enter a Ukrainian number as 0631234567 or +380631234567. The public website displays +380631234567. Check the digits: formatting cannot correct an incorrectly entered number.
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Add a request in the client record with transaction type, category, budget and location. Specify rooms, area and top zones; create separate requests for different property types.
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Add a diary task with a title, type, assignee, date and time. For a viewing or call, link the property or client where available and select an advance reminder.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
The client record should have current contacts, a responsible agent and a clear next step. Check the linked request, offers or selection you worked on.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
