How to add a viewing for a lead?

How to add a viewing for a lead?

How to add a viewing for a lead?

Adding Viewings for Leads

Steps:

  1. Select Lead:

    • Choose the relevant lead record.

  2. Create Viewing:

    • Go to the Viewings tab and click on 'New Viewing'.

  3. Link Listing:

    • Link the viewing with a listing and fill in details.

Why This Matters:

Recording viewings helps in tracking client interest and agent activities, leading to more informed decision-making and client follow-up.

Tags:

Lead Management, Viewings, CRM Processes, Client Follow-Up, Agent Activities


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