Buyer Management Guide

Managing buyer relationships and configurations.

Buyer Onboarding

When Unit Sold

1. Assign buyer to unit
2. Create buyer account
3. Send configurator access
4. Explain process

Providing Access

1. Go to unit
2. Click Assign Buyer
3. Enter buyer details
4. Send invitation

Configuration Monitoring

Tracking Progress

View all configurations:

Following Up

For inactive buyers:

1. Send reminder email
2. Offer assistance
3. Schedule call if needed
4. Document communication

Reviewing Submissions

When Buyer Submits

1. Receive notification
2. Open configuration
3. Review all selections
4. Check for issues

Approval Process

If selections valid:

1. Click Approve
2. Add comments if needed
3. Buyer notified

If changes needed:

1. Click Request Changes
2. Explain issues
3. Buyer can revise

Handling Requests

Common Requests

Escalation

When issues arise:

1. Document request
2. Assess impact
3. Involve stakeholders
4. Communicate decision

Locking Configurations

When to Lock

Lock when:

• Configuration approved
• Construction starting
• Deadline reached

Lock Process

1. Open configuration
2. Click Lock
3. No further changes
4. Proceed to production

Communication

Best Practices

• Respond promptly
• Be clear and helpful
• Document everything
• Set expectations

Tools

• Email from platform
• Phone calls
• In-person meetings
• Portal messages