Add a Second Seller

Follow the steps below to add a second seller to your instructed properties.

Understanding Groups

When you add a person to Loop, you are in fact creating a 'group' with one individual in it.  Adding more people to a group ensures that they can be treated as individuals by the software; this is particularly important when considering their GDPR preferences and in some cases, recording separate and distinct contact details such as telephone numbers and email addresses.

In summary Loop requires you to add the 'Mr' as an individual and the 'Mrs' as another individual.

Steps to add a second seller

1. Locate and click on the 'Sellers' navigation item on the left hand side of the screen
2. Expand the Filter and locate the 'Search' input field
3. Enter the surname of the existing seller and hit 'Enter' on the keyboard
4. Click on the appropriate Seller to load the Seller File
5. On the Seller File, locate and click on the 'People' tab
6. Locate and click on the 'Add New' link
7. Complete the form as fully as you can for the second seller and save the form

Watch a short video on how to add an additional seller to a profile below: