Add An Active Client
Active Clients are the Clients that we are currently working with, here is how to create an Active Client.
Creating an Active Client from a Client
- In the sidebar, click on Contacts
- Click the Client you wish to convert to an Active Client
- Select Edit
- Scroll to Active Client Type and check Buyer or Seller
- Mark the Active Client as Hot, Warm, or Cold
- Depending if they are a Buyer or Seller (or both) you can then scroll down to input their criteria
- Buyers - Will have the option to have their search criteria inputted to conveniently display in the Active Client table (e.g. 2 Bed - Kitsilano, etc.)
- Sellers - Will have the option to select which Address they are a prospective seller for (the contact must have at least one address in their profile, to get an option from the dropdown menu).
- Click Save
Done! Go to Active Clients and find that new Active Client!
Creating a New Active Client from Scratch
- In the sidebar, click on Active Clients
- Click the + Add button
- Fill in all the details
- You must check either Buyer or Seller (or both)
- Click Save