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Acquaint CRM
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Acquaint CRM
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Sales
Property Sale
Property Sale
Curriculum
6 Sections
22 Lessons
Lifetime
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Valuation
4
1.1
Adding the property to Acquaint
2 Minutes
1.2
Creating a Valuation Appointment
1 Minute
1.3
Generating the Letter of Engagement
2 Minutes
1.4
Invoice After Valuation – Setting Up a Reminder
2 Minutes
Instruction
6
2.1
Changing property status
1 Minute
2.2
Adding the Valuation Price and Commission
1 Minute
2.3
Adding and editing the pictures
2 Minutes
2.4
Generating the brochure
3 Minutes
2.5
Uploading the property online (if the feeds are configured)
2 Minutes
2.6
How to delete the incorrect BER
1 Minute
Viewing
5
3.1
Creating a Viewing Appointment
2 Minutes
3.2
Creating an Open Viewing Appointment
2 Minutes
3.3
Sending the Property Feedback Request
3 Minutes
3.4
Generating the Property Feedback report for the Vendor
1 Minute
3.5
Logging offers
2 Minutes
Sale Agreed
4
4.1
Accepting an offer
1 Minute
4.2
Accepting the deposit manually
2 Minutes
4.3
Adding the solicitors
2 Minutes
4.4
Post Sale Agreed: Emailing Alternatives to Viewers
4 Minutes
Closing the Sale
3
5.1
Charging for Outlay
2 Minutes
5.2
Generating the Closing Statement & Invoice
4 Minutes
5.3
Undoing the Closing Statement & Invoice
2 Minutes
Course Assessment
1
6.1
Property Sale – Final Quiz
10 Questions
Creating an Open Viewing Appointment
https://storage.googleapis.com/4pm-videos/Acquaint_Academy/creating%20open%20viewing%20appointment.mp4
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