How do I view properties a contact has enquired about, inspected, taken a contract or made an offer on?

 

1. Search for your Contact open their Contact Card

2. On the left panel click Prospective Buyer/Tenant Activity (If the matching left panel is not visible, click Full View in the top right hand corner of the contact card)

 

3. You will see a list of properties they have enquired about, inspected, taken a contract or made an offer on
 

 

4. You can filter out just one one type at a time e.g. Inspection Feedback by selecting from the drop-down

 

 

5. You can click on a comment or Activity/Follow Up button to open up the Prospective Buyer/Tenant Activity Activity panel. From here you can add/edit feedback and comments, submit offers and email property documents

 

6. Click the Print icon to Print Activity (Summary), Print Activity (Details) or Print Listing Details.
 

 

 

 

 

 

See also...

 

How do I log feedback from an 'Inspection by appointment'?

How do I log buyer/tenant feedback