Viewings

A viewing links one contact to a listing for a start and end time. It works the same way for sale and rental listings.

Arrange a viewing

Open the listing’s Actions > Viewings. The listing must be Active. Select the contact and start and end times, and record notes, such as special instructions or vendor availability, and supporting files or forms.

Use Find buyers or Find tenants to find who to invite.

Who sees a viewing

Viewings appear in the schedule and calendar of the listing’s user, not of whoever recorded them, so keep the listing’s user current.

Contact the attendee

Use Call or Email from a viewing’s menu to reach the attendee.

Archive a viewing

Use Archive viewing when a viewing will not go ahead so that its record is preserved. An archived viewing cannot be changed, and does not appear in schedules or the Activity report, until you use Restore viewing; calendar subscriptions show it as cancelled.

Viewings are also archived with their listing or contact. See Archiving.