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Assigning Property Manually

The assignment to an address or a property is displayed in the so-called “mail header” or “header” for short, on the right-hand side.

Im E-Mail Header eine Immobilie zuordnen

Set property assignment

If the text shown below is visible in an email header for assignment, the email could not be assigned automatically because the sender address is not yet stored in any address data record.

Assignment of property in the Email composer

Clicking on “Assign” opens the dialog for assigning a property record (see figure below). At the beginning the last called properties are listed.

You can now search for an existing property using various selection options, or if the linked interested party has already received Emails with property links, these will be listed below. Once you have found the property you want, select it and click on “Assign”. The property is then assigned to the email and the email is listed in the agent’s log.

There is also the possibility to include archived properties in this search. To do this, simply tick the “Show inactive” box.

Popup for the property assignment in the Email composer

Open activity from email

If you want to open the activity of the email, click on the icon next to the Solve button. The activity opens, which can be edited directly.

Open the activity of the property from the Email

Solve property assignment

If you want to assign a different property to an Email, you must unassign the previously assigned property.

Solve property assignment in the Email composer

If you have solved the property, you can now link another property to the Email via Assign .

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