Adding viewing records assists your real estate company to keep track of ongoing and previous viewings conducted with clients. You can also track an agent's activities based on the viewings performed.
To add a Viewing for a lead, do the following steps:
1. Select the relevant lead record.
2. Switch to the Viewings tab and click on the New Viewing button.
3. Link the viewing with a listing, and populate the other fields such as viewing date, status, etc.
4. Click on the Save Viewing button when done.
You can return to the viewing and edit it again. This is particularly useful if there is a change in the viewing date or the status.