Rex's Viewings to Follow up report allows you to see a list of any viewings where you have not yet collected feedback and logged it in Rex. Maybe you forgot to enter the feedback or had back to back viewings that you got caught up in and so had no time to add feedback immediately after.
With this report, no viewing feedback can be missed!
In order to access this report:
- Go to Reporting
- Under Custom Reports, choose Open Saved Reports
- Under Appointments, click Viewings To Follow Up
Once you run the report, a list of properties you will show on the screen. On the report data, you will see the details of the appointment - Appointment Title, Start date, Organiser, Listing record, Guest/s and Phone Number of the Guest.
If you click on the Title of the Appointment, the appointment box will pop-up that gives you the option to enter the feedback right on that screen. Please see Adding Feedback via a calendar appointment for further information.
PLEASE NOTE: Once the feedback is added on the appointment, the record will then be removed from the list on the report automatically.