Recording Showings

To record information on property showings:

1.   From the listing’s Showings tab, click Add Showing.

2.   Select the Type of showing.

Note: To manage the list of showing types, click Modify List.

3.   Select the Showing Agent.

If the showing agent is not in your contact list, enter the contact details. If you wish to add the contact to your contact list on-the-fly, simply select the Add to Contacts check box.

If you are the showing agent, simply select Me.

If the showing agent is in your contact list, select Select from Contact List, click the Select link and find and select the contact.\

4.   Select the date and time of the showing.

5.   Enter any showing details.

6.   Click Save.

If the showing agent is in your contact list, you can click the name in the list to go directly to the contact record.

To edit a showing record, click the Edit link next to the name.

To delete a showing record, click the Delete link next to the name. If the agent is in your contact list, the contact record is NOT deleted.