This facility allows you to schedule an Open House against a Listing using the Calendar.

 

Once the Open House has been performed, you may then re-open the Appointment and add any prospective buyers that attended the Open House and their comments regarding the property.

 

Note: It is suggested that each of the Contacts that attended the Open House be entered as a Buyer in the system, see: Enter a new Buyer by doing so any inspections entered via the Calendar will be updated in the Buyer > Properties Inspected area for the Buyer.

 

1.       On the File menu, point to New, and then click Appointment.

2.       Select the Listing appointment Category from the drop down menu.

3.       Select the Open House Appointment Type from the drop down menu.

4.       Click on the Listing button & locate the Listing the Open House relates to.

5.       Nominate the Start & End times.

6.       Enter any Notes if required.

7.       Click Save and Close to save the information entered; alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly

1.       Double click on the Open House Appointment in the Calendar

2.       Select the appropriate prospective buyer using the  icon to locate the Contact in the system.

3.       Click Save and Close to save the information entered; alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

Note: For the history of property inspections to be updated for the buyer, ensure you have setup the contact as a Buyer in the system. See: Enter a new Buyer