A viewing isn’t over when the client walks out. Close it in Raptor Neo: a completed viewing keeps the client’s reaction to each home, and a no-show or a cancellation keeps the record straight for the deal and the dashboard.
Walkthrough video to followAbout a minute on screen, opening a viewing that has taken place, marking it completed and writing feedback for each listing.
Mark it completed
- Go to Activities and click the viewing, either in the table or on the calendar. It opens in a pop-up.
- Click Mark as Completed.
- In each Feedback for box, note how the client took to that listing.
Screenshot to followThe update pop-up after Mark as Completed, with a feedback box for every listing on the viewing and a Notes box beneath them.
- Under Notes, write down the next step.
- Click Update.
The viewing now reads Completed, and the feedback sits under each listing wherever the viewing appears.
Record a no-show or a cancellation
- If the client didn’t turn up, click Mark as No-show, then confirm.
- If the viewing was called off, click Mark as Cancelled, then confirm.
Screenshot to followThe confirmation that appears after Mark as No-show, asking you to confirm before the status changes.
Working from the deal
A deal keeps its viewings on the Scheduled Viewing tab. Should the client want to take things further after seeing a home, record an offer on that deal: see making, accepting and countering offers.
Where the feedback appears
Screenshot to followA completed viewing with the client's feedback shown under each listing it covered.
- In the viewing’s own pop-up, under each listing.
- On the deal’s Scheduled Viewing tab.
- In the contact’s Activity Log / Scheduled Viewings section.
