Once you've imported a property from iamproperty CRM into movebutler, you can import the associated vendors and buyers.
- From your Dashboard, navigate to Property Audit and select the transaction.
- From the Transaction Overview page, click Add New Client.
- Select the client you wish to import from the drop-down list.
- Click Import Selected Client.
- Repeat this process for any additional vendors or buyers you wish to import.
- Once you've imported all required clients, click Continue to Next Step.
At this stage, you'll have the option to obtain the property's Title Register. If you don't require it, select I don't need a Title Register.
On the next page:
- Scroll down to the About Your Clients section.
- Search for the imported client using the Client Search box.
- Complete any missing client information.
- Click Save and Continue.
You'll then be able to choose whether to send the client a Digital Onboarding invitation or continue with in-platform onboarding.
Adding an existing client to newly imported transaction
If a vendor or buyer has previously been imported from iamproperty CRM into movebutler, you do not need to import them again when adding them to another transaction.
- From your Dashboard, navigate to Property Audit and select the transaction.
- From the Transaction Overview page, click Add New Client.
- Click Continue to Next Step, rather than importing the vendor or buyer from the drop-down list.
- At this stage, you'll have the option to obtain the property's Title Register. If you don't require it, select I don't need a Title Register.
- On the About Your Clients page, search for the vendor or buyer using the Find Existing Client search box and click on their record. We recommend searching using the client's email address.
- Select the client from the search results. Their details will be populated automatically.
- You can then continue to complete onboarding the vendor or buyer to the transaction as normal.