Appointments track a deal from the first viewing all the way to key handover. Each appointment belongs to a lead and holds the milestones of that purchase in one timeline.
How it works
When a lead is ready to view a property, create an appointment for them. Inside it you add scheduled notes — one per milestone — and update each as things happen:
- The viewing or appointment itself.
- Booking, then the loan-offer signing.
- The legal and sale-and-purchase agreements.
- Key handover — the deal is complete.
Using it day to day
Keep each milestone's status current so your timeline reflects reality and reminders stay useful. As milestones complete, the linked lead moves along its own status too — see Leads & Follow-ups. If the same customer buys a second property, create a separate appointment for that deal.