Add your first buyer

Now that you've got a vendor and an associated property registered for sale on the system, you can start the sales process. This starts with recording details of your first (potential) buyer.

Add your first buyer

From the residential sales dashboard, click Buyers > Add Buyer from the main menu. This will display the Add Buyer form.

The mandatory fields on this form are the buyer's first and last name. For the purposes of this quick-start tutorial simply fill in these two fields and click Save to add the buyer to the system. 

Additional buyer details

You may also wish to record what type of buyer this prospect is, e.g. first-time or investor, and the type of funding involved, e.g. cash or mortgage, as this may guide your future actions and matches with this buyer. However, for now just leave these as blank.

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• Match buyers to properties

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• Add a buyer (full article)