Applicant List

The Applicant List provides a list of all Contacts that have Property Requirements and that have a Current Status. This can therefore include Vendors and Landlords as well as "standard" Applicants.

The Applicant List displays the following information

• Last Name
• First Names
• Company Name
• Telephone Numbers
• Category
• Beds
• Min Price
• Max Price
• Market Position
• Additional Requirements
• Last Note/Task
• Last Contacted
• Days Active

The screen can be filtered on:

• Category - Buy / Rent
• Market Position
• Areas
• Property Types
• Price Range - Min / Max
• Floor Area (sqft)
• Land Area (acres)
• Usage
• Branch
• Source
• Assigned to User
• Bedroom Range - Min / Max

On the Applicant List screen the following buttons are available from the Menu button or by right clicking:

• Edit - view each Contacts full details
• New Contact - add a new contact
• Note - new Notes against a Contact
• Task - new Tasks against a Contact
• Match Properties - when accessed from here the Select Properties screen will not tick on any Properties by default.
• Reports - the report button provides the following options;
  • Contact List
  • Contact Chart
  • Appointment Analysis
  • Contact Export
•  Letters, Emails & SMS Texts - the report button provides the following options;
  • Address Labels
  • Send a Letter
  • Send an Email
  • Send a SMS Text

• Find - find text on screen
• Export Grid to Excel
• Refresh - click the Refresh button to display the latest applicant information and set Market Position and Areas to All.
• Filter Rows - this will enable /disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.