Realla enables you to get started creating requirements for disposal work, very quickly.
Creating a new requirement
- You can create new requirements from the dashboard, by clicking on create new requirement:
- Alternatively, scroll over the quick add button and click on new requirement.
The requirement details section allows you to input key requirement information.
- Firstly, pick a requirement type i.e. is the requirement for a tenant / investor or for an agent representing a tenant.
- Secondly, enter contact information. You can pick contacts from your address book. You can also pick agent contacts from the Realla address book. If you need to enter a new contact, you can do so within the input form.
- #TIP: When entering a contact use companies house where possible, to enter organisation information. This will help maintain the purity, accuracy of your requirement database i.e. avoid misspelling organisation names and double entries of requirements.
After picking a requirement type and entering contact information, continue building your requirement. Follow the steps through; the input form is designed to be intuitive to use.
Realla alerts you to new buildings that match against your requirement. You can customise the frequency of these alerts and choose to be alerted of buildings uploaded by your team and / or buildings listed on the Realla portal. You can do this on a per requirement basis as shown below.
To find out how to configure your master, requirement alert settings click here.
The last thing to do, is to pick requirement locations i.e. locations where you are searching for buildings in.
You can of course setup your own default list of locations. To find out how to do this, click here.
Once you have completed your requirement, you have the option to add more detail by clicking on next, otherwise click the save & show matches button to finish.
The main requirement page
Once you have created a requirement, a dedicated requirement page is generated. This is where you will spend most of your time, when interacting with a particular requirement. For a full tour of the requirement page, click here.