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How to Run Viewings Offline in Housing Market CRM

Tutorial 79 of 181 · 44 s

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A basement flat, a half-built development, a villa twenty minutes down a dirt road: the places you do viewings are the places with no signal. Viewings offline in Housing Market CRM keeps the day's viewings on your phone, with the buyer's number and what they asked about, and lets you write your notes at the door. The notes are sent as soon as you are back online. This tutorial opens the screen, reads a viewing, writes a note and refreshes the list.

In this tutorial you will learn

  • What is kept on your phone
  • What each viewing shows you at the door
  • How to write a note with no signal
  • When the note is sent

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Viewings offline in the left menu.
  3. Open it before you leave — that is what saves the day to the phone.
  4. The buyer's number is here, for when nobody turns up.
  5. Write the note at the property and save it.
  6. With no signal it waits on the phone — and sends itself when you are back.
  7. Refresh once you have signal again.
  8. Basements, half-built developments, a villa down a dirt road —
  9. the places you do viewings are the places with no signal.