Converting a viewing lead

1. The second lead type we can deal with is a viewing lead. You can create a Registration or an Applicant... What is the difference between a Registration and an Applicant you may ask...

Applicant VS Registration (General Data Protection)

Registration is a person who would like to book a viewing for ONE specific property. Your task is to convert them to an Applicant by getting their consent to see more properties on your books.

If you have the consent you can then click on "Add Applicant & Match" button. This will add them and match them to any properties within their budget/requirements.