Property matching and offer statuses
Record offers and client feedback so the next search does not start from scratch.
Record offers and client feedback so the next search does not start from scratch.
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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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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Open the request’s offers and run matching. Review the results manually: matching specifications do not guarantee a current price or the owner’s availability for a viewing.
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After speaking with the client, update the offer status and add a short explanation. Status history lets a colleague see what was offered and why a property was unsuitable.
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.
