How to add a Sales Viewing

Modified on Thu, 21 Mar 2024 at 09:14 AM

Step 1 - Create Viewing Go into the unit you want to add the viewing against > click the add viewing button at the top right

 


 You will then be directed to fill in the following viewing information

  • Listing Type - Viewing for sale or let?
  • Unit - Unit the viewing will be assigned too
  • Selected Buyer - Choose from an existing buyer already added to the system or create a new buyer
  • Status and Date - Choose the current status and date of the viewing
  • Assign to - Which colleague is hosting the viewing
  • With unit vendor? - Will the vendor be there at the viewing or not
  • Note - add any additional information here



Step 2 - Manage Viewings Once added, you can go to viewings page within the unit and see a list of viewings added against your unit. Here you can update the viewing status to the following Pending, Confirmed, Cancelled Viewed or No Show.


You can also add a new buyer by clicking the arrow down button on the right>Add Buyer

 


Note - These viewings will appear on your calendar when the status is updated to Confirmed


Next Step ---> Adding and managing offers

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