So you've just finished a (scheduled) visit with a lead? Don't stop here: follow up the next steps.
- Go to the Visit section and select the property you would like to register an visit for.
- Select the Contact you would like to have a visit with from the List of leads with whom you had an interaction (phone, message, mail or previous visits).
- Tap on Register Visit to follow up on your interaction.
4. Next you will be able to choose from 3 options: Schedule Visit, Add Feedback, Change Lead Preferences
5. Schedule (a new) visit: follow the same steps as you would for a normal visit
6. Add Feedback: add the status of the negotiation process + a lead reaction in the text field
7. Change lead preferences: Change the settings of what the contact is actually looking for in a property.
Did you know? If you don't want a next step, just confirm the registered visit and go back to continue your work.