Add/Manage Buyers

#The text in the yellow column is an example of how you should enter information.

Buyers are categorised as:

Active office buyers - These are the buyers that belong to a particular office.

All office buyers - The buyers that belong to the office of the individual that has logged in (viewing the information).

Active regional buyers - The buyers whose buyer profile is still active and offices in each region can view other office buyers within the same region.

All regional buyers - Buyers in a certain region active or not, these are individuals that have at some point had a buyer record.

The list views can be sorted alphabetically by first name or last name click the link at the top of the column to sort. This is the contact's email address and by clicking email, you will be able to send them an email immediately.


Introduced	The date the buyer profile was entered into the system.
Expire	The date the buyer profile expires.
Office	The office that has created the buyer record.
Price	The maximum price that the buyer id willing to pay for property.
New Buyer or Update Buyer Profile	These are the links that you should use when either creating a new buyer record or updating a buyer record. This section is dedicated to what happens if either buttons are selected. Select either on of the links, either new buyer profile or update buyer profile.
Manage Referral	For more information see Manage Buyer Referrals .


Office*	(mandatory) The office that has created the buyer record. If the Sales partner belongs to more than one office, they have the option to select the office they are representing when entering the buyer record.	Ferndale
Max price *	(mandatory) The maximum price that the buyer id willing to pay for property. Please enter just the figure in this area, the system will will insert the decimal points where necessary and the currency sign.	540000
Introduction date	The date the buyer profile was entered into the system.	27/05/2011
Expiry date*	(mandatory) The date the buyer profile expires.	28/05/2011
Bedrooms	The number of bedrooms that the buyer i looking for.	.
Bathrooms	The number of bathroom that the buyer would like in a property.	.
Garages	If there is a garage available or and how many they are.	.
Carports	If there is a carport available and how many they are.	.
Property types	The property type that the buyer is lookg for.	House, Flat, Loft...
Buyer classification	The reason for buying.	Investment


Sales Partner	The name of the Sales Partner that created the buyer record is displayed here.	Derek Aarts
Office	The office that the sales partner belongs to and where they are creating the buyer record from.	Ferendale
Partner type	The partner type that represent in the transaction.	Agent, Agent Contacted, Referrer
New	This is when you would like to add a new Sales Partner to the buyer record.	.


Other requirements	The requirements that the buyer may specify and have not been captured anywhere in their record.	Garden area
Other comments	Other general comments that are relevant to the buyer record.	.


Add Buyer	Select this link if you would like to add a new buyer to the record.	.
Name	The name of the buyer is displayed here again.	Lindy Fallet
Mobile	The buyers mobile number is displayed.	0824140340
Email	The buyer email, click the link and you will be able to send an email immediately.	email


Source type		Publications, Internet, Other
Region	This feild is only relevant if you select the publication source type. You would have to select the region the publications is piublished.	Kwazulu Natal, Western Cape...
Source	This feild is only relevant if you select the internet source type. There are only three interent source that are associated with Rawson.	property24.co.za, propertyGenie.co.za and rawson.co.za
Other	If you source can nt be found amoung the listed, you are able to enter them in this area.	.