Manage clients and matches
Keep buyers and tenants organised and match them to listings. · 3 min read
1. Add a client
- Open Client Database, press New client.
- Choose Want to Buy or Want to Rent, then add contact details and budget.
- Add preferred Locality / Projects and your own labels.
2. Find matches
- Open a client to see listings that fit their type, projects and budget.
- Open a listing to see which of your clients may want it, and message them on WhatsApp.
Tip Matching includes listings shared to your Circles.
More guides
Create your account Add to your Home Screen Create your first listing Share with Circles Set up My Page Track your cases Export and share PDFs