Proof of prospective customer

The proof of prospective customer works similarly to the activity report. Go to the Prospects tab, select the “previously offered” tab. To submit the linked contacts to the owner, select all contacts using the box in the table header or select the contacts individually.

Then, from the list actions below the list, call either the item Contact >> Email – Prospect List or Letter – Prospect List .

Please note that if the property has more than one owner, only the first one will be contacted.

Contact owner

Selecting “Contact owner” opens the email dialog. Under the “Templates” in the “onOffice System Templates” folder, select the “proof of prospective customer”.

You can customize the templates to your own needs. For this purpose, onOffice offers template training via webinar . Please contact our support if you are interested.

Write a letter

If you have selected “Write letter”, the letter dialog opens. Please choose as format “Word template” and in the templates under the folder “onOffice system templates” between the templates “Prospective buyer proof version 1” or “Prospective buyer proof 2”. Select the appropriate template and then click the “Create” button. After that you can open or save the letter and open it later in Word.

Customer communication