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How to Add Units and Use the Availability Grid in Housing Market CRM

Tutorial 134 of 181 · 52 s

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A development in Housing Market CRM is built from phases, unit types and units, and the availability grid shows every unit by floor in one colour-coded view: available, on hold, reserved, sold or off sale. This tutorial adds a phase and a unit type, adds a whole block of units in one go from a code prefix and a range of floors, and uses the grid to take a unit off sale.

In this tutorial you will learn

  • How phases and unit types are organised
  • How to add many units at once
  • How to read the availability grid
  • How to take a unit off sale and put it back

Follow along: the steps

  1. Open a project in Developer projects.
  2. A phase can be a tower, a building or a release.
  3. Open Unit types: each floor plan a buyer can choose.
  4. Open Units.
  5. A prefix and a range of floors make every code.
  6. Add them all at once — up to 500.
  7. Open the Availability grid.
  8. Available, on hold, reserved, sold, off sale.
  9. Choose a unit.
  10. Take off sale — and put it back the same way.