On a Property record, you have the option to add viewing notes. These notes will only appear internally when booking a viewing appointment; i.e. they will not appear on portals.
For more information on Booking a viewing via a property, click here
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Property on the side menu
- Click the Marketing top tab
- In the Sale/Rental Information section, type in the relevant viewing notes in the Viewing Notes field
- Click Save
Any notes entered appear when booking a viewing appointment.