Creating a persona
Once a lead has a contact record, the lead detail view moves on to creating the contact's persona — the role the contact plays: buyer, tenant, seller (vendor) or landlord. Which one you create is determined by the original enquiry, so the step, the lead's status and the button name that specific role (for example Creating seller and Create seller) rather than the generic word "persona".
Buyer or tenant
For a buyer or tenant the panel asks for:
Department — only shown when your organisation has more than one; a single department is used automatically
A price range (buyer) or rent range (tenant) — pre-filled from the enquiry's budget where one was provided
Select Create buyer / Create tenant to create the applicant record, linked to the contact.
Seller or landlord — select the property first
A seller (vendor) or landlord is tied to the property they're selling or letting, so before the persona can be created you must identify that property.
Find the property. The picker lists existing properties straight away, each with a thumbnail (where the property has a photo) alongside its address, key facts and status. It only shows properties relevant to the role — properties for sale when creating a seller, and properties to let when creating a landlord — so you can't accidentally pick a let-only property for a seller. Start typing in the search box (Address or postcode) to narrow the list, and use the beds filter beside it to require a minimum number of bedrooms. Each result names the managing negotiator — hover over their name to see their job title and contact details.
Select the property if it's already in the system, or choose Add property (top right) to create it.
If nothing matches your search, the picker tells you so and suggests adjusting the address, postcode or beds filter — or you can choose Create property there to add it as a new record (the same as Add property).
The new-property form keeps fields to a minimum — the property address (building name/number, address lines, postcode, with the country fixed to United Kingdom for now), a department (shown only when your organisation has more than one; a single department is selected automatically), and the managing office(s) and negotiator. Required fields are marked with an asterisk (*): the first line of the address, the department, and the office and negotiator. Full property details can be added later, after the market-appraisal visit.
The office and negotiator default from the contact, so you normally don't need to change them — but you can adjust them here before creating the property. The property's marketing type (for sale for a seller, to let for a landlord) is set by the role and isn't editable.
If a required field is missing when you select Create property, the form highlights what's needed rather than creating an incomplete record.
With the property chosen, it's shown as a summary card; select Create seller or Create landlord:
Landlord — the landlord record is created and linked to that property automatically.
Seller (vendor) — the contact is attached to the property's vendor record as the main vendor. (Creating a selling property automatically creates its vendor record, so no separate vendor record needs to be made.)
You can use Change on the property card to pick a different one before creating the seller or landlord.