Contacts and follow-up
A property shortlist for a client
Send a client one link with selected properties and follow their responses.
The tour explains where tools are. It does not save records, publish properties or make payments. You can use the page after closing it.
Choose the client
Select the client from your contacts and enter a clear list title and an appropriate public note.
Choose properties
Choose eligible properties for sharing, arrange them and review the list. The public link does not display the client’s internal contact details.
Expiry and sharing
Set an expiry date and save. Open and check the link before sending it. Review interest and viewing requests in the list details, and revoke the link when no longer needed.