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Before suggesting a property, record what makes it suitable.

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Emma needs two bedrooms in Bang Tao, a furnished condo, and a

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home that allows her cat.

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Open Details and edit Preferences.

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Check the area and property type, then record bedrooms, furnishing, and pet-friendly required. Save.

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In Financials, check the annual budget: thirty thousand baht a month is

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three hundred and sixty thousand a year.

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Check her planned move next month.

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Save any changes and review the record.

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These details help your team choose relevant properties and check the client's

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must-haves before suggesting a viewing.