Previewing properties, selecting multiple properties and actioning tasks

Owned by Elliott
Jan 19, 2023
3 min read

  • Login to VIA

  • Go to CRM or Property Editor > Property

  • Use the search bar to search for individual or lists of properties

1) Previewing Properties

Once you have searched for a property or properties, you can preview the property record.

Simply click any property from the list, and a preview panel will appear with key information about the property.

This panel will show

  • The key details of the property, including how long it has been on the market

  • The Vendor of the property

  • The Occupier of the property (to confirm access details)

  • The Owner of the property record (the staff member/agent in charge of the property)

  • You can also add a note against the property using the notes field without having to click into the record itself

2) Selecting Multiple Properties

Once you have searched for a property or properties, you can select multiple records

  • Hold control (Ctrl) and click the box next to the property address to select multiple contacts individually

  • Hold Shift, click the box next to a property, then click another property to select all properties in between those two records

3) Actioning Tasks

Once you have searched for a property or properties, you can action a series of tasks.

Simply right click the property from the list and a menu box will appear with a series of options

Edit - Click to go into the property record and edit the key details

Copy - Create a duplicate/clone of the property with the same details. This is useful for adding multiple properties in a development, or creating a sales/lettings version of a property

Match Applicants - Click to see all applicants whose criteria meet the property

Send Message - Allows you to send Property Alert Emails or SMS. Please refer to the relevant guide for more details on how to send these alerts

https://webdadi.atlassian.net/wiki/spaces/PKB/pages/826867717

View Online - Allows you to preview the property on your website (useful for previewing the property before putting it live)

Add Appointment - Allows you to add a calendar appointment to your diary where this contact is automatically the meeting place

Mailmerge - Allows you to create a letter/document for this property using one of your pre loaded templates

https://webdadi.atlassian.net/wiki/spaces/PKB/pages/673808396

Reports - Generate a Vendor or Statistics report to see key information about the property such as

  • Viewings to date

  • Future viewings booked in

  • Property Alerts Emails sent

  • SMS messages sent

  • Online/website views

  • Printable details viewed online

  • Arrange a viewing requests from the website

  • Website views for the property

Archive - Archives the property to remove it from your active database, but saves the details for future use