How to Remove or Inactivate a Sold Property in Your Portfolio
Efficient management of portfolio properties is crucial for maintaining accurate reporting and avoiding misinformation in Deal Manager. This guide explains how to remove or mark a sold property as inactive using Voyager and the subsequent synchronization process with Deal Manager.
Overview of Property Removal via Voyager
When a property is sold and no longer part of your active portfolio, it must be marked as inactive to ensure it does not appear in Deal Manager reports. This change is managed through the Voyager system, and updates occur during the nightly synchronization.
Step-by-Step Guide
Follow these steps to remove or mark a sold property as inactive:
Access Voyager - Log in to the Voyager system using your credentials.
Locate the Property - Navigate to the property section and identify the property you wish to mark as inactive.
Mark as Inactive - Update the property status by enabling the 'inactive' status or flag. This step ensures the property is excluded from active listings in Voyager.
Confirm Sync Will Run - Ensure that the nightly synchronization between Voyager and Deal Manager is configured and functional. This process will automatically reflect the changes in Deal Manager after the next sync cycle.
Verify Changes in Deal Manager - After the nightly sync, check Deal Manager to confirm the property no longer appears in reports or active lists.
Alternatively, if you still need the property in Voyager for reporting purposes but want it removed from Deal Manager - you will need to make sure those properties are not part of the nightly sync property list.
Review the property list.
If it is a dynamic property list based on certain property attribute, then updating the attribute on the individual properties should remove from the list.
If not a dynamic property list, simply removing the unwanted properties will work.
Important Notes
The nightly sync is crucial for updates; any changes made in Voyager will only reflect in Deal Manager after the next cycle.
If you encounter any issues during this process, confirm that the property has been correctly marked as inactive and that the sync settings are enabled.
Related Topics
By following these steps, you can efficiently manage sold properties in your portfolio and maintain accurate reporting across systems.