Manage Buyers / Purchaser Profile

Manage Buyers / Purchaser Profile

Buyer will automatically be added if the contact was loaded as an Offeror under the offer tab. If the offer status is flagged accepted and the copy record to transfer is processed. 

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Sales on the menu heading.


4. Click on the File Name to open the file. 




5. Customer File will open. Click on Buyers on the file tab ribbon bar. 



6. Buyers tab screen will open. 

Add a Buyer

1. To add a buyer to the file, click on the Add Buyer button.



2. Contact List will appear. 
3.  Users can choose to link:
  1. Option A) Link an Existing Contact– type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file. Repeat loading contacts if required.

  1. Option B) Create a New Contact– click on the Create New Contact button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. Repeat if required.


4. Repeat as required. Selected contact/s will appear on the file. 




Edit a Buyer Profile

1. To edit a contact, click on the Contact Name to open the contact's profile. 



2. Contact's profile will open to view details.  

3. Click on Edit button.



4. To confirm changes, click Save Changes button.




Unlink a Buyer Profile 

1. Click on the Settings () button and select Remove.



2. Confirmation prompt will appear, click on Remove button. (Note: this will not delete the contact, it will just remove the contact from the file.) 



3. Contact will be removed from the tab on the selected file.

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