Learn how to add and refine property requirements for contacts and manage automatic requirement selection settings.

This article covers:

• About requirements
• Add requirements to a contact
• Use a map search to refine requirements
• Disable automatic requirement selection

About requirements

Requirements define what a contact is looking for in a property (sale or lease). Accurate requirements help match properties to contacts and improve search results.

Add requirements to a contact

Add requirements from the contact’s profile.

1. Go to: A contact profile
2. Click the Requirements tab
3. Click on Add Requirement
   
4. Apply the desired property requirements to the contact
   

5. Click Save

You can then repeat this process to add multiple requirements or click Edit next to an existing requirement to update or remove it.

Use a map search to refine requirements

Apply a mapped area to a requirement when the contact is interested in a specific location.

1. Go to: A contact's profile
2. Click the Requirements tab
3. Click the menu (three dots) button
4. Click Use Map Search
   

A map centred on your office location appears.

5. Navigate the map using the tools
   
6. Click points to draw a loop and define the area
7. Click Save Suburb Map Search to apply it
   

Disable automatic requirement selection

The system can automatically add a requirement when processing a contact enquiry from the holding area. Disable this option in Account Details.

1. Go to: System > Account Details
2. Scroll to Holding Area under Office Configuration
3. Untick the options
   
4. Click Save/Update

What's next?

Learn how to configure email alerts for a contact’s requirements and bulk reassign the sender for existing alerts. Set recipients, templates, timing, and review logs for alerts and reassignment.