Watch the video for an explanation on how to log inspection attendees through the Eagle CRM mobile app.
*Tip* Tap on an attendee in the Attendee tab to update their details or add notes
How to log an inspection attendee
Open the mobile menu, then tap into Inspections
Use the Mine/For Sale/For Rent tabs to find the open home time you are looking for
Contacts that have pre-registered or enquired on the property will show up underneath the search form so you can tap Check In to log them in quickly
Use the search box to find the person in your database, if they're not already in your database use the create contact button to create and check in the contact in one action.
After checking in a contact, you can tap Edit to add notes, set interest level, record a tenant rating (for rentals) or add contract status and price feedback (for sales).
After adding attendees, tap on the Attendees tab to see all attendees
Swipe left or right to rate the interest level of attendees
Tap on an attendee to update their details or change their notes
Use the Send Documents button to email all interested contacts with property documents
Tap on the Owner/s tab to send out an owner report or easily call, SMS or email to give an update after the inspection