Buyers Cancel or Move Their Own Viewing in Housing Market CRM
Tutorial 87 de 181
El vídeo de este tutorial se está actualizando en este momento. Los pasos escritos de abajo cubren lo mismo. Ver la versión en inglés
El texto de esta lección se está actualizando en este momento, por eso se muestra en inglés.
Buyers who book a viewing with you can now cancel it or pick another time themselves. This tutorial shows the Housing Market CRM side, the Viewings page note (a Beta feature), and then the page a buyer sees when they use the link in their confirmation or reminder email: they see their booking, choose another time you have free, or cancel with an optional reason. You are told every time, and a cancelled viewing stays in your Cancelled list. Nothing is deleted. The booking and the buyer page shown are an illustration with invented names.
En este tutorial aprenderá
- That buyers get a private link to cancel or move a viewing
- When the link and the reminder are sent
- What the buyer sees and can do
- Where a cancelled viewing stays in your CRM
Siga los pasos
- Open your Housing Market CRM account.
- Click Viewings in the left menu.
- Buyers can now cancel or pick another time themselves.
- Each confirmation, and a reminder a day before, carries a private link.
- The buyer sees their booking: when, where and who with.
- They can choose another time you have free.
- Click Move my booking.
- Done. You are told straight away.
- Or they can cancel, with a reason if they like.
- Click Cancel my booking.
- The time becomes free for other buyers.
- Back in your CRM, open Viewings.
- A cancelled viewing stays in your Cancelled list.
- Nothing is deleted.