Accessing the Matching Report
Navigate to Contacts.
Open the Matching Report.
Select the relevant Pipeline from the dropdown menu to filter your results.
How It Works
The system compares contact requirements with available listings and displays potential matches based on criteria such as:
Price range
Suburb
Property type
Other saved requirements
Viewing Matches
The report displays:
Contact name
Listing reference number
Property address details
Suburb
Listing price
Select a contact to view their full contact record and requirements.
Tips
Use pipeline filtering to focus on active buyers, sellers, tenants, or landlords.
Ensure contact requirements are kept up to date for accurate matching results.
Review matches regularly to identify new opportunities.
Requirements Filter
From the Contacts section, you can also use the Requirements Filter to find listings that match a contact's requirements. Simply click on the filter and enter the relevant criteria to view matching properties.
