Kato

<a href="" target="_blank" rel="nofollow noopener noreferrer">Handling new requirements</a>

<a href="#h_504fe851de">Progressing and completing existing requirements</a>

<a href="#h_17e8f1ef30">Report on your work in progress (WIP)</a>

- <a href="" target="_blank" rel="nofollow noopener noreferrer">Handling new requirements</a>
- <a href="#h_504fe851de">Progressing and completing existing requirements</a>
- <a href="#h_17e8f1ef30">Report on your work in progress (WIP)</a>

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1. Saved Views - qualify and assign to agents

- All - all requirements in the system
- New - all new requirements

Reminders  - listings haven't been updated for 30 days 

- Mine - all of your requirements
- Team WIP - team's Work In Progress
- Reminders  - listings haven't been updated for 30 days 

Archive  &gt; Unsuccessful &amp; Disqualified

Qualify &gt; Reassign to (Agent will receive a new email)

2. <a href="https://help.agents-society.com/en/articles/5138429-lesson-1-initially-create-match-respond-to-applicants" target="_blank" rel="nofollow noopener noreferrer">How to create a requirement?</a>

Progressing and completing existing requirements 

1. <a href="https://intercom.help/agentssociety/en/articles/3757352-requirements-match" target="_blank" rel="nofollow noopener noreferrer">How to match properties?</a>

2. <a href="https://help.agents-society.com/en/articles/5138370-lesson-2-respond-to-applicants-basics-of-storing-replying-to-enquiries#h_73fee0bf33" target="_blank" rel="nofollow noopener noreferrer">How to send properties to your client?</a>

Organise the matches based on these status':

Negotiating. The disposals that you're negotiating a deal on for this requirement

Viewing. The disposals that your client wants to view or has been to view already

Shortlist. The active matches for your requirement that your client has chosen to proceed with

Longlist. Matches that you initially show to your client to refine

1. Signed - signed
2. Lawyers - under offer
3. Negotiating. The disposals that you're negotiating a deal on for this requirement
4. Viewing. The disposals that your client wants to view or has been to view already
5. Shortlist. The active matches for your requirement that your client has chosen to proceed with
6. Longlist. Matches that you initially show to your client to refine

Select what properties to include in your login area

Add a welcome message for your client / applicant to see

Include or Exclude Particulars &amp; Files

- Select what properties to include in your login area
- Add a welcome message for your client / applicant to see
- Add a password protection
- Include or Exclude Particulars &amp; Files
- Generate Client Login

3. <a href="https://help.agents-society.com/en/articles/5138450-lesson-2-keep-requirements-up-to-date" target="_blank" rel="nofollow noopener noreferrer">How to keep requirements up to date via follow up tasks, notes and status</a>

5. <a href="https://help.agents-society.com/en/articles/5138457-lesson-3-book-viewings" target="_blank" rel="nofollow noopener noreferrer">How to book viewings</a>

<a href="https://help.agents-society.com/en/articles/3757458-pro-requirements-export" target="_blank" rel="nofollow noopener noreferrer">Export as Spreadsheet or Document</a>

Table of Contents:

What it's for?

Handling new requirements

Progressing and completing existing requirements

Report on your work in progress (WIP)

Requirements

Handling new requirements

1. Saved Views - qualify and assign to agents

2. How to create a requirement?

Progressing and completing existing requirements

1. How to match properties?

2. How to send properties to your client?

3. How to keep requirements up to date via follow up tasks, notes and status

4. How to add comments

5. How to book viewings

Report on your work in progress (WIP)

Let us know if you have any questions below 😊