Help with Applicants

How do I create an applicant?

1. Click either the Sales or Letting tab
2. Click 'add applicant'
3. Fill in the applicant details
4. Save the applicant

How do I find an applicant?

1. Use the Applicants list in the Sales or Letting tabs or search using their surname, phone number or email address

How do I match properties to an applicant?

1. Find the applicant using the Applicants list or customer search
2. Select the applicant from the list
3. Click on the 'Matches' tab and all new matching properties will be displayed
4. Tick each property you would like to action and click on Print, Email or Delete
5. Choose a template from the drop down list (if necessary)

How do I send emails to applicants?

You can send emails of matching property details to applicants at the click of a button. Just follow the instructions above.

How do I send a letter to an applicant?

1. Find the applicant using the Applicants list or customer search
2. Click on the 'Documents' tab
3. Select a letter from the drop down list and save it
4. The document will appear in the list.

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

How do I delete an applicant?

1. Find the applicant using the Applicants list or customer search
2. Select the applicant from the list
3. Click on the applicants name to edit the applicants details
4. Click the 'Archive' button to archive the applicant

You can Restore an applicant at any time. Simply search for an applicant using Find Customer and make sure 'Include archived' is ticked. Then edit the applicant and click the 'Restore' button.

How do I share an applicant owned by another user?

You can share an applicant without changing the owner.

1. Find the applicant using the Applicants list or customer search
2. Select the applicant from the list
3. Click on 'Add to my applicants'
4. The applicant will now appear in your Applicants list

You can delink the applicant by clicking on 'remove'.