The buyer candidates for a listing can be found on the Trading tab of the listing card.
You can add individuals as buyer candidates who you have been in contact with, for example, during viewings or who have otherwise expressed interest in the listing.
Buyer candidates are also automatically added from the following sources if integrations are enabled:
- Oikotie and the agency's website, when a customer has submitted a contact request for a published listing.
- DIXU, if the listing is an auction – in this case, auction followers are automatically added as buyer candidates.
All buyer candidates are automatically saved in the customer registry, making their contact information and interest in listings easily manageable and usable in the future.
By clicking on the customer row or the “>” symbol, you can open additional details for the specific buyer candidate.
In the additional details, you can:
- Record notes about the buyer candidate, for example, if the customer has attended a viewing or otherwise shown interest in the listing.
- Send documents related to the listing to the customer, such as brochures or reports, which are stored in the Manage documents section.
From the three-dot menu on the right-hand side, you can remove the customer if necessary. When removing, you can choose whether to remove the customer only from buyer candidates or entirely from the customer registry.