In Jupix, Potential Vendors are classed as:
- those where a market appraisal hasn't been booked yet but an enquiry has been received
- the owner of the property when a new market appraisal is booked
From time to time, you may wish to clear down your Potential Vendors list.
Clearing methods
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Potential Vendors that have been added in situations where a market appraisal hasn't been booked yet but an enquiry has been received (i.e. not linked to an appraisal), can be archived to remove them from the Potential Vendors list
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Potential Vendors linked to an appraisal which results in the property being instructed, automatically get removed from the list of Potential Vendors at the point of instruction
Alternatively, Potential Vendors linked to an appraisal which doesn't result in the property being instructed (i.e. appraisals where the outcome was cancelled, lost or lost dead) can be removed from the Potential Vendor list by archiving the relevant property
Note
The Jupix team can clear down Potential Vendors in bulk, however, as there are the above manual methods to do this, bulk clearing would be classed as a chargeable task
If you would like the team to clear them in bulk, click here to complete our form, ensuring you select the options of Development work/fix and then Custom Reports & exports, before following the advised steps