Disclaimer: This is for the invite offer flow only.
Do:
· When searching for a property, make sure it is marked as "pms-synced" on the property page, indicating that it is linked to Reapit.
· When creating a tenancy, start by inviting a tenant to make an offer.
· Search for tenants/landlords instead of adding them manually to ensure records are properly linked on Reapit.
· Always add tenants/applicants and landlords on Reapit, providing their salutation, first name, last name, mobile number, and email address.
· If you cannot find a property on Propoly, use the ID shown on Reapit for that property in Propoly's global search. It can locate a property using the Reapit ID.
· If something has not synced, click "PMS sync" on the sidebar to fetch the latest data.
Don't:
· Do not manually add properties on Propoly. Search for them!
· Do not manually add landlords/tenants on Propoly. Search for them!
· Do not create a deal on Propoly. Instead, invite the tenant to make an offer on Propoly, and then create a deal from the offer.
· Do not invite an offer on a property that does not have "pms-synced" marked on the property page.