You can add a hold (sometimes referred to as a “reservation”) to a listing from the Legal tab of the Listing Record by clicking on the add hold button.
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Go to the Listing Record
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Go to the Legal Tab
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Click the red + add hold button
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Enter the Hold Date – which will default to today’s date
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The Expiry Date – the date which this hold will automatically expire
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The Deposit Amount – the amount being held by you to keep the listing on hold
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The Contacts - the person or people this listing is being held for. To add contacts, start typing their name and then select them from the type-ahead that appears.
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Any Notes that are relevant to the hold
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Click Save and mark on hold
