Business Brokers Prospects: Getting Started

Business Brokers Prospects: Getting Started

To better support specialist business brokers, we have introduced a specific Business Property entity.

Activating Business Specific Property Type

Access Team Member Settings

  1. Click on your photo in the top right corner of the software
  2. Select My Settings

Enable Prospect Types: Businesses

  1. Tick the checkbox for Prospect Types: Businesses
  2. If you already have properties that you'd like to convert, ensure the properties checkbox is also ticked
  3. Click Save to apply the changes

View Business Properties

  1. Go to the main menu and select Prospects
  2. You will now see the Businesses tab on the left sidebar
  3. Click on Businesses to view any Business Properties
Info
As you add or edit your business listings, the linked Business property will be created or updated

Add New Business

  1. Click on the Add Business button
  2. This will open the Add Business sidebar
  3. Complete the following options:
    1. Business Name
    2. Location: Choose from No Location, Region, Greenfield, or Fixed Address
    3. Business Categories: Select up to 3 business categories and subcategories
    4. Market Status: Choose whether the business is On Market or Off Market
    5. Assign Consultant
    6. Assign Owner(s)
    7. Once all details are filled in, click Save