Prospective Buyer Notes 

 

This tool gives you the ability to log follow-up notes against prospective buyers and choose whether to display these notes to the vendor along with enquiries and inspection feedback in the ‘Activity Timeline’ section of the Listing Activity Report.

 

1. Search for your Property and open the property card
 

 

2. On the left panel click Prospective Buyers or Inspections & Attendees tab (If the matching left panel is not visible, click Full View in the top right-hand corner of the Property Card)
 

 

3. Click the All Contacts/Follow Up button to open the Viewers panel
 

  • You can edit feedback by clicking the arrow next to each contact, you can edit the source, interest levels etc by click +Add in the corresponding column
  • You can sort and filter viewers of the property by name, date, inspection type, price feedback, interest levels and flag for follow up or if they have ongoing interest
  • If you click on the contacts name the contact summary will open with the contact information for conducting callbacks.

 

7. Click the + Quick Action button next to each contact to add a Prospective Buyer Note.

  • Add Note - When adding notes, choose whether to include this note in Vendor / Landlord Activity Report(s) with the ‘Display to Vendor’ checkbox.
     


8. Select the Note Type, Enter the Note Details and choose whether or not you would like to display this note on the activity report by ticking the Display to Vendor checkbox. Add a Follow Up Task if required then click Save. 

 

 


 

The note will appear on both the listing and contacts communication history and if selected in the activity timeline on the listing activity report. 

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