SweepBright allows you to easily schedule visits, with a lead and a certain property.
In the Visit section you will see a shortlist of every lead that had at least one earlier interaction (call, visit, message, mail,...)
In order to schedule a visit:
- You have to connect your calendar to SweepBright, you can find out how to do it HERE.
- Select Visit in the menu bar left
- Select the Property you would like to visit in the first column
- Select the Contact you would like to have a visit with from the List of leads with whom you had interaction (phone, message, mail or previous visits) on this property will be displayed. You can also Search for new leads to plan a visit
4. After you have hit Schedule Visit you will see a window poppig up. Here you will have to fill in the date and time. You also get the possibility to choose an other negotiator instead of you.
5. Tap on Schedule Visit to confirm. Your visit will be registered as an interaction and your visitor will be notified by email with all the visit’s details.
Did you know? The visit will automatically appear in your calendar! These visits are also synced to your lead's calendar for easy changes or cancellations. You will be able to reschedule (or cancel) these visits and the lead will automatically get a calendar email notification with the updated time and date.