Create an estate-agent company
Create a company with identity, contact, address, plan and administrator details.
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Create a company with identity, contact, address, plan and administrator details.
- Complete company name/code/email/phone/website/VAT, billing/shipping address, plan and administrator/staff details as displayed.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Complete company name/code/email/phone/website/VAT, billing/shipping address, plan and administrator/staff details as displayed.
Check it worked
The saved identity, relationship and status match the intended account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Complete company name/code/email/phone/website/VAT, billing/shipping address, plan and administrator/staff details as displayed.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.