Base: listings & client matching facility
A new client-listing matching facility is now available in Base for all users. You can capture property requirements on contacts and find matching clients for your listings. This is a great way to keep track of what your clients are looking for and find matching clients on new listings. Capturing client requirements & view matching listings You can qualify clients by capturing their property requirements. Find a contact and go to the 'qualify' tab. Here you can add multiple requirements which includes property features, areas and short notes. A simple click on the 'view listing matches' button will reveal all current listings that match the client's criteria. View matching clients Once you have a few requirements from clients captured, you can go into the 'reports' tab of new or existing listings, and click on the 'matching clients' report. It will bring up a window where you can find all matching clients based on their requirements.
