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Manually transfer buyers to a different property

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Summary

Learn why buyer registers cannot be merged between listings and how to manually move buyers to another property.

This article covers:

About moving buyers between properties

Buyer registers are linked to individual property listings and are used to track enquiries, interest, and engagement. Each listing maintains its own set of buyer records.

When managing listings, you may need to move buyers from one property to another. This is typically required when listings are duplicated, updated, or replaced.

System limitations

Box+Dice does not currently support merging or moving a buyer register from one property to another automatically.

Note: Buyers must be reassigned manually to ensure data accuracy and maintain the integrity of each listing.

Manually transfer buyers

To move buyers to another property, follow these steps:

  • Open the original property listing
  • Review the buyer register and identify the buyers to transfer
  • Open the new property listing
  • Add each buyer to the new listing
  • Copy any relevant notes or history from the original listing
  • Repeat for all required buyers
Tip: Ensure all important notes and interactions are copied across before removing the original listing.

For alternative solutions or assistance, speak to Mark Corboy in Logiq:

Phone (Australia): 0400 520 717
Email: mark@logiq.com.au 

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