Book a viewing for a sub agent's applicant:
Follow the steps below to run through the steps to book a viewing for a sub agent's applicant.
From the Property record select the Viewings tab.
Select Book Viewing.
Under Choose Applicant, select Add Sub Agent’s Applicant.
Either search for an existing Sub Agent or to add a new record click Add New Contact. If adding new contact, ensure that Contact Category is selected as Estate Agents.
Then enter the applicant details and Save.
Under Viewing Details, select the person carrying out the viewing. The record owner will default to the user booking the viewing, this can be changed.
Select a date and time within the diary or manually enter the event details.
Tick to confirm viewing with the Sub Agent and Vendor. You will also have the option to send an Email Confirmation to both parties.
