It's common for clients (contacts) to have specific requests for properties that the agency currently doesn't have in its inventory. However, clients want the agency to explore options related to their request and preferences and inform them about it. For such situations, EstateBax allows adding "requests" to the client's profile. You can add multiple different requests for a single contact and record them in the system for further use.
{primary.fa-info-circle} Requests, as we call them in our system, represent the desires of a contact for a particular property, which you can record and then find a suitable option for the contact based on that.
Adding "requests" is simple and is done on the contact's page because the contact will express their desire for a particular property. First, you need to open the profile of that client by going to List of all contacts, finding the contact, and clicking on the Edit button. There, you can see the table for "opportunities" and the table for "requests". You need to click on the Add Request button, which will open a new page where you can see basic information about the contact and fields about the desired property such as price range, location, purpose (buy/rent), and type of property. By selecting the type of property, all options related to that type of property are displayed, where you can choose and mark all the features that are the contact's desire. Adding a location involves adding a city and part of the city (district). Adding cities and districts is enabled by clicking on the green buttons with the "+" symbol, located to the right of the drop-down menus for city and district.
{primary.fa-info-circle} Once cities and districts (parts of the city) are entered, they are permanently recorded in the system, and will appear for future entries of opportunities.
The overview of requests is located on the Contacts -> Requests page or in the menu at the top using the icon (fourth icon) - a list with a magnifying glass. On that page, we see an overview of all requests sorted by contacts in a table. This means we see the requests of contacts and the list of all options collected for a particular request. Of course, there are no added options initially. Here we see the name and surname of the contact, the type of property they are looking for with details, city and district, price, a button to add an option, and the option to edit or delete the request. By clicking on the Edit button, for example, we can change the price, add or remove parameters related to the property, or add a comment. All this is related to the request, and besides that, we can click on the contact's name and get a window on the right side with contact information.
We've already mentioned that on the overview of all requests, we can notice the Add Option button at the bottom of the table. By clicking on that button, a new window opens for adding a found option for a specific request. Here, you can choose a contact (broker or reseller) we are working with, if such a contact is already entered in the contact database, or otherwise, we can just enter the name and contact information of the person or agency selling the property - an option for our request. After that, we enter other details, which are almost identical to those when entering a request.
{primary.fa-info-circle} It is recommended to gather all relevant information for the request so that the system can better compare the request and option.
After entering all the data and saving the option, we will see it in the list of requests below the corresponding request. The system automatically calculates the % match of the option with the request, making it easy to find the best option for the requests of the contact in case of a larger number of options. Also, in the table, all attributes of the option are visible, as well as buttons for editing and deleting a specific option.