You can create a new sales or rental assignment by copying an existing sales or rental assignment. You can also copy across: a sales assignment can be copied as 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 this case, make sure that the active environment (top right corner) is the one to which 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 are copying to. If the copy option is greyed out, you don’t have permission to create new listings in the currently active environment.
Copy a listing as follows:
1. Open the listing card of the listing you want to copy
2. At the top of the screen, click Actions and select Copy listing.
3. In the dialog that opens, enter the correct address details for the copied listing and choose whether you’re creating a sales or rental listing. You can choose whether to copy the assignment agreement details or not.
After copying, you can work on the copied listing as usual: edit the terms of the assignment agreement and the listing details for the sales brochure attachment (sales listing) or the property information form (rental listing).
Documents from the original listing are not copied to the new listing. However, if needed, you can download documents from the original listing’s archive to your computer and upload them to the new, copied listing.
NOTE: Always make sure that all information on the newly copied listing is correct before sending documents out for signature!
When copying, the formatting of the sales/rental brochure is also copied (field order, renamed fields, etc., if changes have been made), so be sure to review the brochure carefully before sharing it.