You can copy a new sales or rental assignment from an existing sales or rental assignment. You can also copy across types: from a sales assignment to a rental assignment, and vice versa.
NOTE: Within a group, the listing agent can also copy a listing from one environment (company) to another. In that case, make sure the active environment (top right) is set to the environment where you want to copy the listing. Copying a listing to a new environment also requires that you have permission to create listings in the environment you’re copying to. If the copy option is greyed out, you don’t have permission to create new listings in the active environment.
Copy a listing as follows:
1. Open the listing card of the listing you want to copy.
2. Click Copy listing either from the Actions menu at the top of the page, or from the bottom of the page.
3. In the dialog that opens, enter the correct address details for the copied listing and choose whether you’re creating a sales listing or a rental listing. You can also choose whether to copy the assignment agreement details.
After copying, you can continue working on the copied listing normally: edit the assignment agreement terms and the listing details for the sales brochure attachment (sales listing) or the apartment information form (rental listing).
Documents from the original listing are not copied to the new listing. If needed, you can download documents from the original listing’s archive to your computer and then upload them to the new copied listing.
NOTE: Always make sure all information on the new copied listing is correct before sending documents for signature!
When copying, the formatting of the sales/rental brochure is also copied (field order, renamed fields, etc., if any changes have been made). So be sure to review the brochure carefully before distributing it.