- Go to the Buyer Requirements section at the bottom of a contact page and click + Add or the Edit icon.
Image 1: The 'Buyer Requirements' section. - Specify the preferred suburbs, property type, property attributes, and price range. These can be used in Automations or Call Lists via filters.
Image 2: Specifying buyer requirements. - Click Save to save your changes and update the contact
Buyer requirements provide a snapshot of what a contact is seeking in their next property.
Watch this video or follow the steps below to manage buyer requirements in RiTA.
To add or edit buyer requirements:
Click on the bin icon to delete a buyer requirement from a contact. This will remove the buyer requirements from the contact.
Image 3: Deleting a buyer requirement from a contact.