Adding Feedback to a Listing

Once you start receiving Enquiries and Inspections from potential Buyers, you will want to add some Feedback against your Listing.

There're several ways you can enter Feedback to a Listing:

• From the Listing record
• From the Plus button next to the Global Search Bar
• From a Contact record
• During the Leads stepthrough - for further info, see the related Help Content HERE

Adding from the Listing Record

To enter the Feedback from the Listing record, you'll need to:

1. Go to Listing
2. Go to the Feedback Tab
3. Click the Plus button next to Add Feedback
4. Choose the Feedback type
5. Enter the required fields
6. Tick the option for Approve For Reporting if you want it to appear on the Vendor Report
7. Click Save

Adding from the Plus button next to the Global Search Bar

You'll have much the same options you had when adding from the Listing:

1. Click the Plus button next to the Global Search Bar in the top right-hand corner of Rex
2. Choose Add Feedback
3. Choose the Feedback type
4. Enter the required fields
5. Tick the option for Approve For Reporting if you want it to appear on the Vendor Report
6. Click Save

Adding from Contact Record

Once again, you'll have much the same options as the last two, but there are fewer Feedback types when adding from a Contact record:

1. Go to the Contact
2. Go to the Feedback Tab
3. Click the Plus button next to Add Feedback
4. Choose the Feedback type
5. Enter the required fields
6. Tick the option for Approve For Reporting if you want it to appear on the Vendor Report
7. Click Save

Note: Each of the above options for creating a 'Feedback' entry also includes the option to add a 'Reminder' from the same screen. Any known information (from related records IE. Contact, Property, Listing) is pre-populated on the Reminder to save you time and remove duplicate data entry. This saves the need to create your 'Feedback' entry, then jump out and across into a separate screen to create a 'Reminder' to coincide with it.