How to create and send a client property selection
Send several checked properties through one link with the right contacts.
Send several checked properties through one link with the right contacts.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Services → Property selections
Property selections
Step-by-step instructions
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Create a selection with a name, client, responsible agent and contact mode. Add chosen properties using the available record or list action, then check their order and availability.
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Open the client-facing link in another window before sending it. Check the contacts and included properties. Deactivation or deletion affects access through that link.
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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.
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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.
