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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
A configuration option is available which allows appointment follow up to be logged separately for each party involved in the appointment
When enabled, this provides the option to separately mark each party involved in an appointment as followed up - an appointment will only be classed as fully followed up when both parties have been marked as such
To enable this configuration option, click here to contact Reapit Support
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When an applicant has provided their viewing follow up to the agent, the Followed Up box should be ticked beside the applicant - this ensures that the appointment stays in the appointments to be followed up list on the Organiser Once the viewing follow up is relayed to the vendor/landlord, the Followed Up box beside the property can be ticked At this point the appointment is now fully followed up and will be removed from Organiser follow ups list |
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1. Appointment screen Both panels on the right have a Followed Up option
When feedback has been gained from either party:
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2. Diary list from Organiser When viewing a list of diary appointments on the Organiser: From the panel header:
The grid can be changed to show icons instead of tick boxes:
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