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Minimum Requirements for a Sales Property - 3rd Party CRM Users

Auto Stats works by calculating totals based on dates and figures received by your CRM provider. For these Stats to be recorded and to be accurate we need to make sure we have all the minimum requirements.

The following information is not provided by 3rd Party CRM Users so will need to be manually entered into the iDashboard system.

  1. Gross Selling Fee (Commission Charged to client)
  2. Vendor VPA budget (Agreed to advertising budget)

If your office uses the Office as the Listing/Selling agent on your own CRM system, this would by default apply the Listing and/or Selling to the office employee, if you want this to be attributed to a particular Agent/Employee, you will need to manually select them in iDashboard.

Entering a Listing Agent & Selling Agent

  1. Click into the property we need to enter the minimum requirements for (must be at least at 'Contract' status for Steps 5).
  2. Click on the Edit  tab
  3. Click on the Sale tab
  4. Select your Listing Agent
  5. Select your Selling Agent
  6. Click Update Property

Entering a Gross Selling Fee

  1. Click into the property we need to enter the minimum requirements for (must be at least at 'Contract' status).
  2. Click on the Edit  tab
  3. Click on the Commissions tab
  4. Enter in the Gross Selling Fee - Can be either a percentage value or dollar figure (select type from drop down)
  5. Click Update Property

Entering a Vendor VPA

  1. Click into the property we need to enter the minimum requirements for.
  2. Click on the Expenses & Budgets  tab.
  3. Enter in your Vendor VPA amount.
  4. Click Update Budgets.

 

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