How to arrange a viewing of a partner listing
Distinguish a viewing request, a confirmed appointment and a completed deal.
Distinguish a viewing request, a confirmed appointment and a completed deal.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Shared base → Viewing requests
Вхідні · Вихідні
Step-by-step instructions
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Create a viewing request from a partner listing, specifying the desired time and a comment. Track incoming and outgoing requests; sending one does not mean the viewing is confirmed.
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Wait for acceptance or rejection and agree the exact time with the agent. If plans change, cancel a new request using the available action. Do not mark a deal completed merely because a viewing took place.
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Add a diary task with a title, type, assignee, date and time. For a viewing or call, link the property or client where available and select an advance reminder.
Check the result
Check the correct tab, request or membership status and agent contact. Do not share client information with the owner unless it is needed to arrange the viewing.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
