WEBVTT

00:00:00.600 --> 00:00:04.540
Emma has confirmed the viewing for tomorrow at ten.

00:00:04.540 --> 00:00:07.069
Record that progress on her lead.

00:00:07.069 --> 00:00:11.832
Open Activity and add a short note with the agreed time and

00:00:11.832 --> 00:00:13.126
any useful detail.

00:00:13.126 --> 00:00:19.007
Save it, then move the lead to 'Viewing arranged' in your agency's pipeline.

00:00:19.007 --> 00:00:26.005
Return to Tasks and complete 'Confirm Emma's viewing', because that confirmation is now done.

00:00:37.500 --> 00:00:40.112
The viewing itself is still ahead.

00:00:40.112 --> 00:00:43.495
Check the new stage and the saved activity.

00:00:43.495 --> 00:00:48.897
The stage tells your team where the enquiry stands, while the history

00:00:48.897 --> 00:00:50.738
explains what was agreed.

00:00:50.738 --> 00:00:54.359
Keep both current as the enquiry moves forward.