Quick Create Viewing

 

How to quickly create a viewing

This allows you to quickly create a viewing for a property with the applicant you would like to view the property with, and it will automatically add the property assigned to the viewing.

  • Click on the Quick Create Viewing button
  • Click on the Search Applicant button
  • Search for applicants First or Last Name
  • Select applicant or create a new applicant if the applicant does not exist
  • Click on OK
  • Click on the search property button
  • Search for street name or postal code
  • Click on OK
  • Click on Next
  • Click on Book, this will take you to the calendar to book the viewing in the diary