Overview
The Today view brings together the things you need to act on today: your diary, new business to follow up, and offers waiting on a vendor's decision. You can handle most of it without leaving the page.
Select Today at the top of the left navigation to open it. It is also the first page you see when you sign in.
Diary
The Diary shows your appointments for today. Use the calendar and list icons next to Filter to choose between a timeline of the day and a simple list.
The calendar opens on the working day, keeping the current time in view if it's early or late. It shows 6am to 10pm: select Show earlier or Show later to see the rest of the day.
On the calendar, each appointment is coloured by its type: blue for viewings, green for appraisals and grey for meetings. The second line shows who it is with and what type it is.
Unconfirmed appointments are yellow with a warning icon, so you can see at a glance who still needs a call.
Cancelled appointments are faint grey with the address struck through. They're hidden unless you turn on Show cancelled under Filter.
Use Show unconfirmed under Filter to hide or show appointments that aren't confirmed yet.
Appointments that have finished are faded.
The red line marks the current time.
On a day with nothing booked, the calendar still shows its empty hours, so you can book straight onto it.
Booking a new appointment
Press on an empty part of the calendar and drag to the length you want, or click once for half an hour. The time shows beside the block while you drag. When you let go, a window opens where you can:
choose the appointment type - your most-used types come first, and more shows the rest;
change the date, start and end time;
choose the property, and the applicant, vendor or landlord it's with;
add other negotiators (you're always included);
tick Mark everyone as confirmed if it's already agreed.
Select Create to add it to your diary, or Cancel to throw it away.
Moving and resizing an appointment
Drag an appointment to move it, or drag its bottom edge to change when it ends. Times snap to 15 minutes, and the change is saved as soon as you let go. A message confirms the change, with Undo if you need to put it back. Press Escape while dragging to cancel.
Appointment details
Select an appointment to open its details beside it. You'll see:
whether it is confirmed, unconfirmed or cancelled;
the property photo, full address and price;
the date, time and type;
everyone involved - you, the applicant or contact, and the vendor or landlord. Select Confirm next to someone once they've agreed; it then shows Confirmed, with an undo button beside it;
the phone number or email address the applicant or contact, and the vendor or landlord, prefer to be reached on.
Select Confirm all to confirm everyone at once when two or more people still need to confirm. The buttons at the top let you change the time, cancel the appointment, or see more actions.
Appointment actions
Right-click an appointment (or press the menu key) to:
confirm it;
mark it as a no-show, once it has started;
change its time;
hand it to another negotiator, or add and remove negotiators;
open the property, applicant or contact in a new tab;
cancel it, or reinstate it if it was cancelled.
New business
New business lists the people worth contacting today: new leads (always at the top), leads and contacts, and market appraisals that have had no follow-up. Use Mine / All to switch between your own and the whole office's.
Pending offers
Pending offers lists offers waiting on a decision, grouped by property. Those that need chasing (two to five days old) and those worth the most come first, and a coloured dot shows how long each has been waiting. Use Mine / All to switch between properties you look after and the whole office's.
Select a property's address to open its details beside the list, or View offers to open them straight on its offers.
Property details
Selecting a property in New business or Pending offers opens a slimmed-down version of the property beside the page, so you don't lose your place. Select the arrow icon next to the address to open the full property in a new tab.
Overview
The Overview tab shows:
a message when there are pending offers, coloured by how long the oldest has been waiting, with View offers to go to them;
the photo, price and price qualifier, and the appraisal valuation;
the vendor and negotiator, with how to reach them;
key facts, the description, key features and where it is advertised.
Offers
The Offers tab lists every offer on the property, current ones first. Each shows who made it, their phone and email, its status, the amount and when it was made. Hover the information icon beside the amount to see it against the asking price and how far it has risen since it opened.
Turn on Show history to see each buyer's dealings as one timeline: where they opened, each revision and by how much, earlier offers that were rejected or withdrawn, their conditions and funding, notes and emails. Long notes show two lines; select show more to read the rest. Select the eye icon next to Email sent to read the email.
To act on an offer:
Accept asks you to confirm, and says how many other live offers will be marked unsuccessful.
Reject asks for a reason.
From More actions (the three dots): Add note to note a call or conversation against the buyer, Revise to record a new amount, or Withdraw with a reason.
Changes show straight away while they save, and are put back if they fail.
A rejected or withdrawn offer can be picked up again from its More actions menu. Revise records a new offer from the same buyer at the amount you enter, keeping their conditions and funding. Accept (rejected offers only) records it again at the same amount and accepts it. It isn't offered while another offer on the property is accepted.
Viewings
The Viewings tab lists the property's viewings.