1. Adding a viewing
New viewings can be added to SME Professional using the + Viewing button. This form has sections allowing users to add a block viewing or add a viewing appointment with the viewer's details included.
Viewing preferences and property contacts are displayed on the right-hand side of the + Viewing form for easy reference.
1.1 To add a block viewing
Go to Sales properties > Sales viewings
Select + Viewing
In the pop-up, enter the viewing details. The Property and Date and time of viewing fields are mandatory
If required, select a calendar from the Add to calendar dropdown list to add the appointment to a staff calendar
Select + Communication
If applicable, set the Occupier status and select the emails to be generated upon submission of the viewing form
Select Add viewing
1.2 Add viewing appointment (single viewer appointments)
Go to Sales properties > Sales viewings
Select + Viewing appointment
In the pop-up, enter the viewing details. The Property and Date and time of viewing fields are mandatory
If required, select a calendar from the Add to calendar dropdown list to add the appointment to a staff calendar
Select + Viewer details to expand this section and add the details of the viewer
To use an existing applicant record, select the applicant from the Select an existing applicant dropdown list
Alternatively, manually enter the viewer's contact details. Note, the email address and mobile number entered will be used to contact this individual about this viewing
Select + Communication
Set the occupier status and select any email confirmations that should be generated
Select Add viewing
If a viewer confirmation email was selected, a pre-populated email will open containing viewing details and a Google Maps link to the property
Note: If viewer details are entered manually, a new potential buyer record is automatically created. The viewer can then be selected from the applicant dropdown lists for future viewings.
2. Adding a viewer to an existing viewing
Go to Sales properties > Sales viewings
Locate the required viewing
Select the + icon under the Viewers column
In the pop-up panel, enter details of the viewer:
To use an existing applicant record, select the applicant from the Select an existing applicant dropdown list
Alternatively, manually enter the viewer's contact details. Note, the email address and mobile number entered will be used to contact this individual about this viewing
Select Submit
If a viewer confirmation email was selected, a pre-populated email will open containing viewing details and a Google Maps link to the property
The number displayed in the Viewers column indicates how many viewers are currently associated with the viewing.
3. Advising the owner/current tenants
Go to Sales properties > Sales viewings
Locate the required viewing
In the Action column, expand the dropdown and select the relevant email/text message option
A pre-populated email or text message will open, containing the viewing details
4. Sending a viewing reminder
Go to Sales properties > Sales viewings
Locate the required viewing
On the left side of the property address, click on the arrow icon (
)Locate the relevant viewer
To send a text message reminder, select the number in the Mobile telephone column. A pre-populated SMS message will appear, which can be sent to the viewer
To resend the original viewing confirmation email, select the envelope icon within the Send email column
5. Mark the viewer as 'complete' in the potential buyer page
When entering viewer details, a checkbox labelled Mark applicant record as complete is available within the viewer details section.
If the form is submitted with this box ticked, the potential buyer record will be marked as complete and no longer appear in the Add from potential buyer dropdown in future. To keep the potential buyer record open, untick this box.
If you wish for this checkbox to be ticked or unticked by default, please contact the General Support team.
Video tutorial