Goal
Helping you understand and utilise this tool effectively for managing property interest and collaboration.
Why
Addressing common queries, we empower users to navigate and leverage Interest Schedules with confidence, enhancing their ability to track demand, communicate with stakeholders, and streamline their workflow.
FAQ's
Q: How do I see hidden matches?
A: Click on filters and toggle on hidden matches
Q: Remove a match from the shared schedules
A: Toggle off the match shown below - this will hide it from your reports
Q: How can I show a discounted enquiry on my report?
A: Click the status of the enquiry and click 'show on schedule'
Q: How can I change a Discounted Reason?
A: Currently, to change a discounted reason you must first 'Clear' the discounted reason and then set it again.
Q: What are discounted matches?
A: As prospective tenants interest on a property progresses the interest schedule enables you to track this.
Typically we want to see a progression from initial enquiry ⇢ viewings ⇢ negotiations ⇢ deal. However, at certain points prospective tenants interest in a property will cease, it's at this point we capture the Discounted Reason.
Discounting matches helps you better understand what stage your enquiries got to and start to see trends on why deals aren't progressing.
Q: How can I set a match as Discounted?
A: Click the status drop down and select discount. Ensure you add a reason and a note so you / your team / your client is aware
