Schedule a viewing from a listing

A viewing is an activity that belongs to the listing, the contact and, if there is one, the deal at the same time. Book it once and it shows up in all three places, in your week and on the dashboard.

See what’s already booked on a listing

1. Open the listing.
2. Scroll down to Activities. It lists every activity on the listing, viewings included; use the filters at the top of the section to narrow the list.

The section below Activities is the listing’s log: a record of every change made to it, kept apart from the activities.

Check it before you promise a slot, so two agents don’t show the same home at the same time.

Book a viewing

On the web, the booking form opens from the contact you’re taking to the viewing, so it’s tied to the right person from the start.

1. Open Contacts and open the client.
2. Click Log Activity, and in the Create Activity pop-up set Activity Type to Viewing.
3. Add the homes under Listings. You can add several.
4. Set When (date and time) and Duration.
5. Enter the Activity Name (required).
6. Check the Assigned Agent.
7. Link the deal under Deal Name if there is one, and add Notes for whoever goes.
8. Save the viewing.

You can also start from Activities → Add Activity, choose Viewing, and pick the contact and listings there. Either way the result is the same activity.

Where it shows up

• On the listing, in its Activities section.
• On the contact, in their Activities section.
• On the deal, in its Activities section, if you linked one.
• On the Activities page and in your weekly view, and under today’s schedule on the dashboard on the day.

Statuses are Scheduled, Due, Completed, Cancelled, No-show and Draft. Due means the viewing’s time has passed without a result. After the visit, mark it complete and record what the client said (see Complete a viewing and record feedback).