Follow the steps below to add notes to a lead from the Viewings page on your dashboard.
- Click on the Find tab and select Viewings from the drop-down menu
- Select a viewing from the list, filtering by property or resident if required
- Under the Lead section, click 'Type your note here' and enter your note
- Click Add note to save your note to the lead
If you need further assistance, email us at partners@residently.com or reach out via chat.