Managing Viewing Feedback
In this guide, we will show you how to manage viewing feedback. You can first do this from the Property tab.
Then scroll down the page and click viewing feedback. Once clicked this will open up the list of feedback to chase.
Once in the list, this will display feedback that has yet to be taken. From here you can filter down the list and also perform bulk actions.
To filter the list down you must first select from the list of filters at the top of the screen. From here you can click the date range negotiators booked by. Once you are happy with the list then you can click update.
In order to perform bulk actions, you must first select and least one feedback. Once you have done this you can click one of the options for bulk actions. The only bulk action on this page is 'bulk complete follow-ups'.
Once you have clicked this it will open up a window for you to select feedback to apply to multiple feedback appointments. You can type text into the box and once you're happy click record feedback. This will then apply the feedback from the client's en masse into these viewings.
To gather the feedback for viewings you must first click the details back in on the list of feedback. This will take you into the feedback section where you can see the details of the clients and also any historical activities.
From here you can enter multiple items the first would be calling the client to find out how the viewing went. You can do this from the top left-hand side and viewing the numbers you need to call. You can also make an offer, book another viewing and market as a no-show. You will have all the information you will need as the viewer and the vendor's details are held on the same screen.
If you are unable to make contact with the viewer, you are then able to add and unable to contact into the system. This will record a phone call against the person that you have attempted to make contact but were unable to. Anybody that views the historical events on this client will see this missed call.
You can now add feedback to the system via the feedback box. You can click either a positive or negative view of the property. Once you are happy with the text in the box you can then click record feedback. This will store the feedback against this viewing.
You will then have two tickboxes below the feedback. One to say that the feedback has been reviewed and that it's suitable to be sent to the vendor. If you have our rezi any time product then this will automatically become available for the vendor to view online. The second option is 'vendor has been notified'. This will allow the system to show you that the vendor has been made aware of this feedback.
To send the feedback via email to the client you must first click send feedback. Once you have clicked this it will open up a drop-down that will allow you to send the feedback to the client.
From here you can select your pack type and the type of viewings that you want to send. This could be all viewing feedback or just the feedback you have entered. You can then select your brand and who to sign the pack off as. Once you are happy with this you can press send feedback.
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