Include the block number — it's used to match calendar viewings.
Link this listing to the selling client's CRM lead — the listing then also shows on that lead's Activity tab.
📝 Description & Notes
＋ Use template — the Copy button sends this, with a greeting line auto-added on top.
💬 WhatsApp auto-reply
Free text for the team — shown to the admin in the chat note, not sent to enquirers.
to
Use the picker so the date is unambiguous. A window with a date stops being offered after that date; one without (e.g. “Wkday eve 7pm+”) is offered until you remove it. Max 20 characters each, up to 8. “Any of these works” and “Other timing” are always added.
▶️ Videos
Attached automatically when the posted video carries the address tag; paste a URL to add one by hand.
📅 Viewing Slots
Add one or more viewings here instead of in Google Calendar — each creates a team-calendar event named “[Agent] - [Address] Sales Viewing”. Remove a slot to delete its event.
📝 Activity & History
Log notes about this listing and review every change made to it. When a lead is linked, notes are stored on the lead's CRM Activity Log — one collated trail, shown here and in the CRM.
Saved with “Save Listing” — on a linked listing the note goes to the lead's CRM Activity Log.
Applied with “Save Listing” — the flag returns if there's still no viewing after another 3 weeks.