Goal
To save time and create professional, visually appealing reports by keeping your matches up-to-date and using the match board for efficient organisation and preparation.
Why
You can export powerful (and pretty) reports that will save you countless hours if you keep your matches up-to-date. Use the match board to organise your matches and prepare your report.
Organise using status
Updating match status' (i.e. where the property sits within your clients' thought process) is the easiest way to make sense of the properties you are going to (or have already) presented.
In theory disposals should progress forward from Longlist > Shortlist > Viewing etc
It's also just as important to 'Dead' matches, where they have been discounted. This keeps your board clear and will notify the disposal agents who are chasing you if you want it to.
Drag/drop via board view
Status dropdown via table view
Organise using ordering
Drag and drop the properties to change the order they display on the match reports, particularly useful when wanting to prioritise by best fit or plan out a viewing tour.
Scan down your table view to check you have defined rent, rates & charges
It's a super-quick way to sense check your matches before exporting them
Previous lessons...