The steps below outline how to bulk invite your preferred vendors, landlords or applicants by batch invitation. This will need to be actioned by contact type.
- Click the chosen contact type (Vendors, Landlords or Applicants) on the main homebar
- Click Advanced Search
- Scroll down to the Advanced Search section. In the PropertyFile Status dropdown menu, click Not Active
- Click Search
- From the generated list, tick the box alongside the contacts name for who you wish to invite to PropertyFile
- Click Activate PropertyFile
Once you click Activate PropertyFile, you'll have the option to activate contacts in one batch.
Check which contacts are active on PropertyFile