Using Focus3

Listings

Overview

• A Resale Listing records Inventory listed by a Contact for sale.
• Only Users with the "Add/Manage Resale Listings" Permission may add or edit Listings.
• Listings records may be accessed as desired via the related Unit.
• Listings contain the attributes related to the house and/or land for sale and any listing agreement information.
• When a listing agreement expires, the Resale Unit will no longer display as available for sale in Focus3.

Related Tasks

• Adding Resale Listings
  1. Navigate to the the Contact Summary page of the Contact who is selling the Unit.
  2. Select "Listing" from the "Add New Action" drop-down menu in the Sales Path section.
  3. Click on the Parcel Name that contains the Unit for sale.
  4. Click on the desired Unit Name for sale to display the Listing Details page.
  5. Complete the fields as desired. See the Field Descriptions below for detailed field descriptions.
  6. Click the "Save" button to display the Contact Summary page. The Resale Listing Action you added will display in the Sales Path section.

Resale Listing Field Descriptions

• Resale Listing ID
  • System-generated value.
  • Unique Listing identifier. (ex. 50)
• Original Unit ID
  • Value displayed from related Unit record.
  • Unique Unit identifier. (ex. 1234)
• MLS Number
  • Optional number input.
  • Unit's MLS Number. (ex. 123456)
• Listing Sales Exec
  • Required drop-down value.
  • Name of Employee that listed the Unit. (ex. John Smith)
• Listing Status
  • Required drop-down value.
  • Status of the Listing. (ex. Active or Cancelled)
• Unit View
  • Value displayed from related Unit record.
  • Unit view. (ex. Waterfront)
• Unit Size
  • Value displayed from related Unit record.
  • Unit size. (ex. .25 Acre or 50' x 100')
• Days on Market
  • System-generated value.
  • Number of days since Listing was created. (ex. 56)
• Date Listed
  • Required date/time input.
  • Defaults to the date created. (ex. 1/23/2006 12:00:00 AM)
• Expiration Date
  • Required date/time input.
  • Date listing contract expires. Defaults to six months after the date created. (ex. 7/23/2006 12:00:00 AM)
• Date Renewal Sent
  • Optional date/time input.
  • Date renewal contract sent. (ex. 1/23/2006 12:00:00 AM)
• Date Renewal Received
  • Optional date/time input.
  • Date renewal contract received. (ex. 1/23/2006 12:00:00 AM)
• Owner Status
  • Optional text input.
  • Description of Owner status. (ex. Under Contract)
• Phone
  • Optional number input.
  • Owner phone number. (ex. (555) 555-1212)
• Lock Box
  • Optional checkbox.
  • Check if listing has a lock box.
• Unit ID
  • System-generated value.
  • Unique Unit identifier. (ex. 1234)
• Parcel Name
  • Value displayed from Parcel record.
  • Name of Parcel that contains Unit. (ex. Phase 1)
• Unit Name
  • Value displayed from Unit record.
  • Name of Unit. (ex. 12-A)
• VIN
  • Value displayed from Unit record.
  • Number of Unit used to order by. (ex. 12-A)
• Plat Status
  • Value displayed from Parcel record.
  • Status of the Parcel. (ex. Approved)
• Owner ID
  • Value displayed from Contact record.
  • Contact ID of the current Unit owner. (ex. 1234567890)
• List Price
  • Required currency value.
  • Listed price of Unit. (ex. $250000.00)
• Incentives
  • Required currency value.
  • Discounts available on Unit. (ex. $10000.00)
• Net Volume
  • Required currency value.
  • Actual Sale amount for Resale Listing. (ex. $240000.00)
• Unit Status
  • Required drop-down value.
  • Sale status of Resale Listing. (ex. Uncommitted)
• Unit Type
  • Required drop-down value.
  • Type of Unit. (ex. Resale)
• Active
  • Required drop-down value.
  • Status of Unit. (ex. Yes or No)
• Notes
  • Optional text area input.
  • Miscellaneous notes regarding the Resale Listing. (ex. Gate security code is 1234.)
• Date Sold
  • Optional date/time input.
  • Date renewal contract received. (ex. 1/23/2006 12:00:00 AM)