Every viewing is logged once and linked three ways: to the listing, to the contact and, if you have one, to the deal. It then turns up on all three records, in your week and on your dashboard.
Check what’s already booked
- Open the listing.
- Further down the page, Activity Log / Scheduled Viewing keeps every viewing of this listing.
Look here before you offer a slot, so that two agents never turn up to show the same home at once.
Book a viewing
On the web, you book from the contact you’re taking round, which ties the viewing to the right person from the start.
- Find the client in Contacts and open their record.
- Click Log Activity. When the Create Activity pop-up opens, choose Viewing as the Activity Type.
- Under Listings, add the homes you’ll show. There can be more than one.
- Choose the date and time under When, and set the Duration.
- Give it an Activity Name, which can’t be left blank.
- Check who’s down as the Assigned Agent.
- If there’s a deal, link it under Deal Name. Leave Notes for whoever is going.
- Save the viewing.
You can also begin from Add Activity on the Activities page, or from Log Activity in the top bar. Choose Viewing, then pick the contact and the listings there. You end up with the same activity either way.
Where it appears
- The listing shows it in its Activity Log and under Scheduled Viewing.
- The contact’s record lists it with their other activities.
- A linked deal carries it too.
- It’s in your weekly view and on the Activities page, and on the day itself it sits in Today’s Schedule on your dashboard.
A viewing is always in one of these states: Draft, Scheduled, Completed, No-show or Cancelled. Once its date has passed, the details lock and the status can only become Completed, No-show or Cancelled. After the visit, mark it complete and note how the client reacted. See completing a viewing and recording feedback.
