Property Record: Share with Sales Department

Modified on Mon, 26 Aug, 2024 at 12:02 PM

In some instances, a client may decide to market their property for sale as well as for lease. Instead of creating a duplicate property card, we offer the ability to share an existing property with the sales department. Below is a step-by-step guide on this process. 

Step by step

1. Navigate into an example lease property

2. Once on the property card, we have the ability to click on Share with Sales Department next to the status

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3. We are then able to click on Yes/Continue to confirm 

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4. Once confirmed, the system will then create a sales department version of the property that can be managed separately from the leasing department version

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5. Should you have access to both the leasing and sales versions of the property, you are able to flick between them via the drop-down in the top right-hand corner

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6. You also have the option to navigate to the desired version of the property from the snapshot when using the universal search bar

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