Real Estate Management — Buy requests and sales conversion
Create, edit, price, inspect, email and convert buy requests into contracts and invoices.
01Open Buy RequestsReview purchase-interest requests.Admin Area → Requests & Applications → Buy Requests02Create a buy requestSelect customer, property, price, currency, inspection and notes.Admin Area → Requests & Applications → Buy Requests → New03Edit a buy requestUpdate an eligible request without breaking linked conversion records.Admin Area → Requests & Applications → Buy Requests → open request → Edit04Delete a buy requestRemove an unused request after checking contract/invoice conversions and PDFs/emails.Admin Area → Requests & Applications → Buy Requests → Delete05Open buy-request detailsReview customer, property, pricing, notes, status and actions.Admin Area → Requests & Applications → Buy Requests → open request06Load a property into a buy requestSelect a property and verify returned item data.Admin Area → Requests & Applications → Buy Requests → New/Edit → Property07Load customer billing data into a buy requestSelect a customer and review populated address/currency values.Admin Area → Requests & Applications → Buy Requests → New/Edit → Customer08Calculate estimated request durationUse the form calculation based on the selected values.Admin Area → Requests & Applications → Buy Requests → New/Edit09Change a buy-request statusApply only a status shown by the request detail/register.Admin Area → Requests & Applications → Buy Requests → open request → Status10Generate a buy-request PDFCreate the request PDF from the saved record.Admin Area → Requests & Applications → Buy Requests → open request → PDF11Email a buy requestSend the request PDF/message to selected recipients.Admin Area → Requests & Applications → Buy Requests → open request → Send Email12Convert a buy request to a contractCreate a core CRM contract from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Contract13Convert a buy request to an invoiceCreate a core CRM invoice from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Invoice14Open the converted contractFollow the linked core contract and review content/value/status.Admin Area → Contracts → open linked contract15Open the converted invoiceFollow the linked core invoice and review items/tax/status.Admin Area → Sales → Invoices → open linked invoice16Create a buy request from the client portalAllow a customer to submit the buy request form.Client Portal → Real Estate → Buy Application17Review a client buy requestOpen the request detail and PDF from the client portal.Client Portal → Real Estate → Buy Application / Requests → open request18Delete a client buy requestUse the portal delete action only when the request state permits it.Client Portal → Real Estate → Buy Application → Delete19Change a client buy-request statusUse only portal-supported status actions.Client Portal → Real Estate → Buy Application → open request → Status20Troubleshoot failed buy-request conversionCheck request status, customer/property IDs, core contract/invoice permissions and required data.Admin Area → Requests & Applications → Buy Requests → open request