Check ins
Contacts from Homepass appears in Core Web as a Contact.
Contacts will match to existing contacts in Core Web via name and either email address or mobile number.
Contact Ownership
The agent that checked the buyer into Homepass will attach to the contact in Core Web and will be called Actor.
If multiple agents check the same contact into Homepass, in Core Web the first owner is maintained.
Inspection Notes
Inspection notes are added to the contact notes section.
The visible-to-vendor toggle on the note in Homepass does not affect where the note appears in Core Web.
Contact notes
Contact notes are displayed in the contact notes section.
The visible-to-team toggle in Homepass does not affect where the note appears in Core Web. The agent can manage the note visibility by other permission settings in Core Web.
Further Help
You can contact the Core Web support team via support@coreweb.com.au