Viewings
The viewings agenda in your company's time, booking a viewing, confirming AI requests, and recording the result.
CRM → Viewings lists every viewing grouped by day (Today, Tomorrow, …), in your company's timezone whatever device you open it on.
The agenda
| Tab | What's in it |
|---|---|
| Upcoming | Viewings still to come, plus Not scheduled yet if any |
| Past | Viewings whose time has passed. If some have no result, the count shows next to the tab, e.g. "Past (2 need a result)" |
Each viewing shows the client, the unit or project, the meeting point and who's going. AI requests nobody has confirmed yet are tagged AI request, confirm the time. Viewing requests
Book a viewing
- Click New viewing here, or Book a viewing on the lead page.
- Pick the Client (search by name, phone or area).
- Pick the Unit or project (optional).
- Set the Date and Time in your company's timezone.
- Add a Meeting point such as "the compound gate" or "the sales office", choose Who's going, and add Notes if needed.
- Click Book viewing.
If the lead was at New, Qualifying or Qualified, it moves to Viewing automatically.
PropDrop doesn't tell the customer
The booking is recorded on your side only. Send the customer the time and place from the conversation, or call them.
Reminders
About an hour before the viewing, whoever is going gets a notification with the time, unit and place (on their phone and in the bell). If nobody is assigned, the owner and managers get it. Turn on notifications on your phone so it reaches you. Install the app
Record the result
After the viewing click Record result and pick:
| Result | |
|---|---|
| Interested | Liked it and wants to continue |
| Not interested | |
| Second viewing | Wants to see it again, or see something else |
| Made an offer | Time to move the lead to Negotiation |
| No-show | |
| Cancelled |
Add a note ("liked the unit, wants a better floor, will decide next week") and click Save result. The viewing becomes Done and the result shows in the lead's activity. Made a mistake? Use Change result, or Not done yet to reopen it.
Sales agents
Sales agents see viewings for qualified leads, and can book viewings and record results for their own.