Properties

Properties is made for real estate companies. It holds your listings for sale or rent, what each client is looking for, the clients who match each property, and the viewings you book with them. Offers and contracts stay in deals and quotes.

Before you start

• Properties are available when your plan includes Properties. Properties then appears in the sidebar.
• Members, administrators and owners can add and change properties, requests and viewings. Viewers can only look.
• To start with stages and segments that suit real estate, owners and administrators can apply the Real estate business template from Contacts, Tools, Business templates.

Add a property

1. Select Properties in the sidebar.
2. Under the list, fill the form:

3. Select Add property. It starts as Available.

To link a property to the person who owns it, start from the owner's contact page: in the What the client wants card, select Add a property this person owns. The form then says the property will be linked to that contact as its owner. The owner can't be changed later by editing the property. Open the owner's contact from the property's Owner link.

Find and update properties

At the top of Properties, filter by Status, For, Type and Location (any part of the location), then select Apply. The list shows Available properties until you choose another status, newest first, up to 100.

Open a property to change any field or its Status, then select Save:

Record what a client wants

1. Open the client's contact page.
2. In the What the client wants card, choose For (Sale or Rent) and, if they said, the Type, Highest price with its Currency, Location and the minimum Bedrooms.
3. Select Save.

Each client has one request. Saving again replaces it. Under the request, the card lists up to 20 available properties that match it, cheapest first.

Matching

A property and a client match when:

• the property is for the same purpose (sale or rent) as the request;
• the type is the same, or the request has no type;
• the property's price is at or below the highest price, in the same currency, or the request has no price;
• the property has at least the bedrooms asked for, or the request has no number;
• the property's location contains the location the client asked for, or the request has no location. "Riyadh" matches "Al Olaya, Riyadh".

Prices in different currencies never match: a request in one currency doesn't see properties priced in another.

On a property's page, Clients who may want this lists up to 20 matching clients. Archived and erased contacts are left out.

Book a viewing

Viewings are booked from the property's list of matching clients, so a client needs a saved request that matches first.

1. Open the property.
2. Under Clients who may want this, next to the client, choose the Viewing time and the Time zone.
3. Select Book a viewing.

The viewing becomes a 30-minute appointment for you, titled "Viewing:" and the property's title, at the property's location. It appears in Appointments with the rest, and you get the usual reminder before it. The time must be in the future. If you already have an appointment at that time, booking is refused. See Tasks and today.

Record the result

Under Viewings on the property's page, each viewing shows the client and the time. Choose the Result, Interested, Not interested or Did not come, add a Note if you like (up to 2,000 characters) and select Save. New viewings start as Not recorded. The page shows the 50 most recent viewings.

Good to know

• Offers, negotiations, contracts and commissions are not part of Properties. Use Deals and pipelines and Quotes and invoices for them.
• There is no public listing page or property portal.
• Downloading a contact's data includes the properties they own, their request and their viewings. Erasing the contact removes their request and viewing notes, and unlinks them as owner. See Data and privacy.

Troubleshooting

"Choose a time in the future." The viewing time has passed in the time zone you chose.

"That person already has an appointment at this time." You already have an appointment then. Choose another time, or move the other appointment.

A client doesn't appear under Clients who may want this. Check their request: purpose, type, currency, highest price, bedrooms and location must all fit. Only Available properties are matched.