Add a Listing
Create a Listing from a Seller Lead
- In the sidebar, click on Leads
- Select the Lead
- Click Create Listing
- The Edit Listing page that appears will be pre-populated with the Property Info of the Seller. If the Seller has no Property Info, then a blank "Add Listing" form is shown. Note that although a Seller can have multiple addresses (e.g. multiple investment properties), they can only have Property Info for a single address.
- Fill out the Listing information
- Click Save
Create a Listing from Scratch
- In the sidebar, click on Listings
- Click the + Add button
- Fill out all the Listing information
- Make sure that the Listing is associated with a Client
- Click Save
Your Listing now appears in the Listings area of Reach, you can begin booking showings and doing what you do best, Selling!
info
When a Transaction is closed, the "Seller" status of the Lead is removed.