Before suggesting a property, record what makes it suitable. Emma needs two bedrooms in Bang Tao, a furnished condo, and a home that allows her cat. Open Details and edit Preferences. Check the area and property type, then record bedrooms, furnishing, and pet-friendly required. Save. In Financials, check the annual budget: thirty thousand baht a month is three hundred and sixty thousand a year. Check her planned move next month. Save any changes and review the record. These details help your team choose relevant properties and check the client's must-haves before suggesting a viewing.