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Transcript

Click through these quick steps to learn how to confirm a viewing in Alto.

Confirm a viewing

Start

Overview

Change a viewing

You can change the time of a viewing and send an email or SMS message to confirm the alteration.To do this, you'll need to find the original viewing details which can be found in the Timeline for both the property and the contact.

Step 1

Change a viewing

Select the relevant property from the Recent & Favourite Properties list.Alternatively, find the property using the Search Properties bar in the top right.

From the Properties section

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Step 2

Change a viewing

  1. Click Timeline on the side menu
  2. Click All On/Off
  3. Click Viewings
  4. Click the date and time of the viewing to open it in full

On the property record

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On the viewing bar, click the date and times to amend them, as required then click Save Viewing.Next, click Send All to send an email or SMS message, if required or click Cancel if no confirmations are required.

On the viewing window

Step 3

Change a viewing

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Next, click Send All to send an email or SMS message, if required or click Cancel if no confirmations are required.

Send confirmations & reminders

Step 4

Change a viewing

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You're done!

Restart

Finish

You've completed the Add a sales property skill. Head back to your learn page to choose your next skill.