Active potential viewings are one of your 'Rocks' on the dashboard.
Mark Burgess defines 'Rocks' as the following: 'Think of the beach. At the beach you have sand, pebbles and rocks. Think of mundane day to day things as the sand, think of your slightly more important tasks as pebbles, and think of your business fundamentals as rocks. Now imagine your business is a glass. If you put the sand in first there is no room for your pebbles and rocks in the glass. If the Rocks go in first then the sand will still find it's way in to the glass and fill in the cracks.'
Active potential Viewings show viewings in your branch's area. Click here to learn how to set up your Rocks by adding My Areas
To access your active potential viewings, scroll down to the bottom of the dashboard and click 'Active Potential viewings'
When in Active potential viewings, you will see a list of contacts, and the properties that they have been viewing (clicking on to view in more detail) on the Lifesycle search, along with how many times they have viewed it.
From here you can, create a task, book a viewing, remove from the list, create a note, or mute the contact. Just click on the the 3 dots on the right to do this. The notes show underneath the contact name.
Muting a contact will remove that contact from the current list and stop that particular contact from coming back in to your Rocks list for a certain period of time, no matter what they do.
When you mute a contact, simply select the amount of time you would like them to be muted for and give a reason why.
You can view your muted contacts by clicking Muted List at the top of the page.
Here you can see who muted the contact, when they were muted, until what day they are muted, check the notes that where made when muting, and you can also click the three dots to create a task, update the notes made when muted, and unmute the contact.