Buyers

Buyers in TPTM represent the individuals who have purchased or are purchasing a home from your company. Managing buyer information helps you keep track of who owns or will own each lot in your communities.

What Are Buyers Used For?

Buyers serve as the primary contact record for each home purchase. When a buyer purchases a lot, you can record their information to:

• Track ownership: Know who owns or has contracted to buy each lot

• Store contact information: Keep phone numbers and email addresses for easy communication

• Record contract details: Document when the purchase contract was signed

• Connect to lots: Associate buyers with their specific lot in a community

How to Access the Buyers Page

To view and manage your buyers:

1. Open the navigation menu

2. Select Buyers from the menu options

You will see a page with all of your listed buyers.

Note: By default, this list only shows buyers for lots that are active. Use the table filters to show buyers for archived lots.

Viewing Buyers

The buyers page displays a table with all your buyer records. The table shows:

• Last Name – The buyer's surname

• First Name – The buyer's given name

• Lot Name – The lot associated with this buyer

• Phone – Contact phone number

• Email – Contact email address

Searching for Buyers

Use the search box at the top of the table to quickly find specific buyers. You can search by name or other buyer details.

Sorting the Table

Click on any column header to sort the table by that column. Click again to reverse the sort order.

Creating a New Buyer

To add a new buyer to your system:

1. Click the Create button at the top of the buyers page

2. Fill in the buyer information form:

   • Last Name (required) – Enter the buyer's surname

   • First Name – Enter the buyer's given name

   • Email – Enter the buyer's email address

   • Phone – Enter the buyer's phone number

   • Contract Date – Select the date the purchase contract was signed

3. Click Save to create the buyer record

If you change your mind, click Cancel to close the form without saving.

Viewing Buyer Details

To see all the details for a specific buyer:

1. Click on any buyer row in the table

2. A details panel will open showing all the buyer's information, including which lot and community they are associated with

Editing a Buyer

To update a buyer's information:

1. Click on the buyer in the table to open their details

2. Click the Edit button

3. Make your changes to any of the fields

4. Click Save to apply your changes

If you don't want to save your changes, click Cancel to discard them.

Deleting a Buyer

To remove a buyer from your records:

1. Click on the buyer in the table to open their details

2. Click the More options button (three dots)

3. Select Delete from the menu

4. Confirm the deletion when prompted

Note: Deleting a buyer is permanent. Make sure you want to remove this record before confirming.

Frequently Asked Questions