Viewings in Street

Clicking on the Viewings tab on the left side panel will load a table showing a list of all of your viewings, with various subcategories based on their status.

Here, you will have the ability to implement multiple filters such as branch, property assignee and visiting agent to access the data you need as well as viewing by all, sales only or lettings only by changing the drop down filter next to the header.

For a quick search, you can also search the address in the search bar.

The workflow of a viewing within Street makes booking and managing viewings much easier from your CRM. All upcoming, current and historic viewings are stored within this tab, so you can track them easily.

The first step in the workflow is to book in a viewing. For more information on how to do this, see this help article.

When a viewing is booked, it will be visible within your Upcoming tab. This is to allow you to see all upcoming appointments.

Depending on your viewings settings, viewings are likely to be unconfirmed when first booked in, while you wait for the owner's / occupants confirmation. For more information on confirming a viewing, see this help article.

These viewings will show in the Unconfirmed tab, so you can easily track which viewings are still needing to be confirmed.

The Street Agent app can be used during the viewing to access useful information about the property such as access details, viewing guidance, PIQ responses from the owner, FAQ's, notes and more. You can see if the applicant has had any previous viewings.

Additionally, when completing the viewing, you'll have the option of sending some initial feedback to the owner. For more information on using the app, see our during the viewing help article.

Once the viewing has been completed, you will see the viewing sitting under Awaiting Feedback. At this stage, you either need to enter the viewing feedback in Street or wait for the applicant to submit their feedback themselves.

Once feedback has been entered / received, the viewing will show in Pending Feedback. At this stage, you need to choose whether to make any edits and whether to submit this feedback to the owner or just save it for internal reference.

Once feedback has been saved in, the viewing will show in Feedback Completed and the main workflow is complete.

See this help article for more information on viewing feedback. See this help article for submitting additional feedback on a completed viewing,

Finally, you could then choose to book a second viewing for that applicant if needed.