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How contacts are automatically added/removed from groups
How contacts are automatically added/removed from groups

The article explains how contacts who are vendors, buyers, rental applicants and landlords move in and out of the groups native to Eagle

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

Built into the Eagle system, is a set of group and by default, there are some actions that will caused contacts to be added to a group, and then later be moved to another group. This article explains which actions will have what effect.

Note: Actions can be changed by using Automations and in your particular account, due to the automations set up, there could be some differences to the below.

A contact is added to the group:

Buyer - when contact enquires or inspects on a sale listing.
Buyer past - when contract is marked settled, and removed from Buyer group.

Vendor prospective - contact Selling enquiry created on following form https://www.eagleagent.com.au/agent/contacts/new_enquiry#/

Vendor - contact added as a Vendor on a sales listing, and removed from Vendor prospective.

Vendor past - when contract is marked settled, and removed from Vendor group.

Landlord prospective - contact Leasing enquiry created on following form https://www.eagleagent.com.au/agent/contacts/new_enquiry#/
Landlord - when contact added to a rental listing, and removed from Landlord prospective.

Looking to rent - when contact enquires on or inspects a rental listing.
Tenant - when contact is added to an address as a tenant, and removed from Looking to rent.
Tenant past - is not automatically populated.

Note: Actions can be changed by using Automations and in your particular account, due to the automations set up, there could be some differences to the below.

For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

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