Importing a transaction from CRM to movebutler

To import a transaction from CRM to movebutler, please click on 'Add Property from CRM' on the movebutler homepage. 

On the next page 'Add property from CRM', please type the first line of the address in the 'Search property sales postcode' field. Then when the address of the property shows below, please click on the address.

Importing clients from CRM to movebutler

On the 'Import clients from CRM' page, please click the drop down menu on 'Select client' and then click on the client you would like to import and select 'Import selected clients.' Continue this step until you have imported all the clients needed for this transaction.

Once the clients have been imported, click 'Continue to next step'. This will take you to the 'About your clients' page.

Please then enter the name of the client in the 'Find existing client' field. Then click on their name when it appears. The client's details will then be populated in the personal details sections on this page, such as their name, address, email address etc. Once you're happy the details for the client are correct, please click 'Save and continue'. 

Once all the clients have been added to the transaction you will then be able to continue as normal, selecting either to send a digital invitation to the client or continue in platform onboarding.

Below is a video showing the process.