Email Contract/Property Document


*Click here to view the corresponding article for the mobile app
 
 

 

1. Search for your Property and open the property card

 


2. Click the Prospective Buyers tab on the Left Panel

 

 

3. Click Contacts/Follow Up to open the Prospective Buyer activity tab 



4. Click the Quick Action button next to the contact you would like to send the document/s to and select Email Contract/Documents

*Note: Documents must be loaded in the resources tab of the listings under Property Contract or Other Documents.
 


5. Select the documents you would like to send and click next. Enter contacts email if applicable.

 

 

6. The default template (as specified in system config) will appear. Click here for instructions on how to set the default template

 

Modify the email message as required. Ensure you do not remove the variable {$prop_document_list}.

 


7. Select Save & Proceed to preview the email

 

 

8. Select send email to finish.

 

How do I view Contract Requests?


1. Search for your Property and open the property card

 

2. Click the Prospective Buyers tab on the Left Panel



3. Select Contracts Requested from the drop-down

 


 

How do I communicate to a list of contacts that have requested a contract?

 

1. Repeat steps 1 to 3 above then click on the Contacts/Follow up button

 

 

2. Using the action icons you can print the list of contacts with their activity & feedback, their contact details or their requirements, download a CSV file with viewer details, SMS all viewers, send all viewers an E-Newsletter and also print a contact report.

 

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