When listing a project or development site, you can clone the property to manage individual sales without affecting the main 'Master' listing. This allows for accurate sales processing and reporting. Below is a step-by-step guide on how to do this.
Contents:
Step by step
1. Navigate to the "Master" listing for the project/development site
2. Click on Options > Create A Copy (Clone Property)
3. This will then allow you to create a copy of the listing by adding in the Unit/Lot number for the sale. You also have the option to copy the property photos or the owners' attached
4. Once added, click on Create a Copy
5. This will then create an "Unpublished" version of the property, where you can process/record the sale of the individual property within the project/development. More information on the sale process can be found via the Property - Listing to Conditional (Under Offer) process knowledge article
Additional information
We provide the option to group a set of properties using property categories (Projects). This is a great way to group and report on properties that may be a part of a project or development site. More information on setting up and applying property categories can be found via the Setup Categories & Property Record: Property Categories (Projects) knowledge articles.
Should you need to record further information on the property card that cannot be recorded via the default fields, we provide the option to create custom property fields. More information on the process to create these fields can be found via the Setup (Custom) Database Fields knowledge article.