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Add an Open Home Visitor

 

  1. Click on the Real Estate Tab.
  2. You can either find the property in the list, or find it using the Search feature on the left (Remember, you can search using the PID or parts of the address).
  3. Click into the property.
  4. Once you are in the Property Summary screen click on the  Inspections tab.
  5. Click on the Open Homes tab.
  6. Click on the Open Home time e.g 12:00 PM - 12.30 PM.
  7. Click on the area that says No contact Selected.
  8. A pop up box will open asking you to pick a contact. You can search for a contact already in the system or you can add a new one.
  9. Once you have added your contact, the box will close and you can enter the agent the visitor is assigned to, mark if you have followed them up, answer any questions your office has set up and add any comments the visitor made about the property and then click Add Attendee.
  10. A black box will drop down advising once the attendee has been added successfully.
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