It is important for the contact moments that the right professional contacts are linked to the object.
Where do I link professional contacts to an object?
1) Select a property or project
2) Click in the left menu [Professional contacts]
We have now specified 4 types of professional contacts (Broker, Notary, Purchase, Appraiser), others come under the type "Others".
To the right of the type, you'll see how many contacts have already been linked.
Link new professional contact: Brokers
1) Click on the blue plus button
2) Search for a broker
PLEASE NOTE
You will only be able to search and find users who have listed on their profile that they are a broker. Select one or more and click on [+Add].
Unlink professional contact: Brokers
Use the action icon on the right at the broker you want to unlink.
Give a user the role of broker
This is only possible if you have admin rights or user rights.
1) Go to settings
2) Click users in the left menu
3) Select the user you want to give the role broker
Now this user can also be shown in the search results.
Link Notary, Purchase, Appraiser and other
Coming soon
This will be possible as soon as the CRM is released in the application because these types of contacts will be managed there.