Prospective buyers (= the listing’s leads) can be found on the listing card under the Transaction tab.
You can add prospective buyers from people you’ve been in contact with—for example at viewings—or who have otherwise expressed interest in the listing.
Prospective buyers are also added automatically from the following sources, if the integrations are enabled:
- Oikotie and your agency’s website when a customer submits a contact request from a published listing.
- DIXU, if the listing is an offer-based sale—followers of the offer-based sale are automatically added as prospective buyers.
All prospective buyers are automatically saved in the customer register, making it easy to manage and use their contact details and the listings they are interested in later on.
Click the customer row or the “>” icon to open additional details for that prospective buyer.
In the additional details, you can:
- Add notes about the prospective buyer—for example, if the customer has attended a viewing or otherwise shown interest in the listing.
- Send the customer listing documents such as brochures or reports that have been saved under Manage documents.
From the three-dot menu on the right, you can remove the customer if needed. When removing, you can choose whether to remove the customer only from the prospective buyers or also delete them entirely from the customer register.