Record viewing feedback to keep applicants, vendors and landlords informed and maintain an accurate history of viewing activity. You can add both private and public feedback to a viewing record.
- Open the viewing record from the Viewings Requiring Feedback activity list, or from the relevant property or applicant record.
- Select the Feedback tab.
- Add any property ratings and enter your feedback:
- Private Feedback is only visible to authorised CRM users.
- Public Feedback can be viewed by vendors, landlords and users with access to the property record.
- Click Save Viewing.
- If you need to add more feedback later, select No, Don't Mark It! to keep the viewing in the Viewings Requiring Feedback list.
- Once feedback is complete, select Yes, mark it! to mark the viewing as complete and remove it from the Viewings Requiring Feedback list.
Watch the Walkthrough
Good to Know
- The process is the same for both Sales and Lettings viewings.
- Private feedback is only visible within CRM to authorised users.
- Public feedback can be viewed by vendors and landlords through their portals.
- You can create feedback templates to help standardise responses and save time when entering feedback.
- If an applicant submits feedback using the emailed feedback link, it will appear in the viewing record for you to review and update if required.
- The Viewings Requiring Feedback activity helps you track viewings that still need feedback or follow-up.