How to add a Sales Viewing

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 addiotnal 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