Transfer a vendor to an applicant

Chris Horroll
Chris Horroll
  • Updated

If you want to create an applicant record for your vendor, you will need to create a new applicant record.

  1. Click the Residential Sales department tab
  2. Click Vendors on the main homebar
  3. Search for the relevant vendor in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant vendor from within the Last Viewed section
  4. On the Summary tab, scroll down to the Profile Summary section to check the Type of profiles they currently have
  5. Once you have confirmed there is not a Residential Sales Applicant profile, scroll up and click Special Actions
  6. Click New Residential Sales Profile
  7. Complete the sections and their fields accordingly, to enter their requirements as an applicant
  8. Click Save when complete
  9. Once this has been saved as a searching applicant record, scroll down to the Profile Summary section, and within the Action column, click View Applicant to then run property matches and send property details