Adding private viewing notes to a property

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

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Property on the side menu
  4. Click the Marketing top tab
  5. In the Sale/Rental Information section, type in the relevant viewing notes in the Viewing Notes field
  6. Click Save

Any notes entered appear when booking a viewing appointment.

Related articles: 

Adding a new property and searching for properties

Adding in features on a property

Adding in an area on a property

Adding a room on a property

Adding in bullet points on a property

Adding in the Lead In/Lead Out on a property

Adding directions to a property

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