Adding Viewings on PropSpace helps us to keep track of the viewings done by the Agent. By adding Viewings its easy to track of the viewing done by the Agent for a particular listing or the total number of viewings done by agent.
On PropSpace, you can add a Viewing from Calendar Screen and link a Listing and a Lead reference for the Viewing. To do so, kindly follow the steps below.
1. Go to Work ---> Calendar Screen
2. Select the slot and a pop up appears as below
3. Select the start date, end date, Type as "Viewing", as you select the Type Viewing, select the Pack User, which would be the agent himself who would be going for the viewing. Through Reminders, you will be able to set a reminder to remind you before the Viewing, in this case an reminder email will be sent to the Agent before the viewing. Enter the Title, Location and Description for the viewing. Through Invitations an email will be sent either to the any other Agents or you can include your client for the viewing.
You can now link a Lead and a Listing reference for the viewing by selecting the "+" sign next to Lead and Listing ref. Once the references are added select on "Create Event".
As you save your Viewing it appears as below.
If you select the Listing reference from the listing screen and go to Viewings, the Viewing will be linked to that listing. Even with the Lead reference the viewing added will be visible.