A contact is added into Client Manager as a buyer, and their feedback is allocated under the listing they made the enquiry under.
Client Manager match contact to existing contact via name and email address or phone number.
The contact will attach to the agent that initially checked them in on Homepass.
Contacts are "Owned by the Office" and "managed by an agent”. If multiple agents check the same contact into different listing in Homepass, Client Manager will allocate the contact to the first staff member who did the check in.
Client Manager privacy settings allow staff members to share clients and listings with other staff members and offices in our system.
Inspection notes are added to the client profile under contact notes.
The visible to vendor toggle on the note in Homepass does not affect where the note appears in Client Manager. All data entered into the Client Manager system is for agent purposes only. They have a separate report where OFI feedback can be entered, but agents select which of these displays within the report.
Contact notes are added to the client profile under contact notes.
The visible to team toggle in Homepass does not affect where the note appears in Client Manager. This is maintained by the Client Manager internal permissions, buyers and clients are visible if you have the appropriate permissions. I.e To see all notes and clients you require Admin permissions.
You can contact the Client Manager support team via firstname.lastname@example.org