Create, edit and track tours in a matter of just a few clicks!
Create a Tour Itinerary
1 | From the Market Survey, check the boxes next to each of the properties you'd like to add to the itinerary.
2 | Select Schedule Tour. (See Edit Tours below for further steps)
Access Upcoming Tours
From the 'Tours' view in your Navigation Bar (shown below), you can view all upcoming and past tours.
Note: You can also schedule tours from this view.
1 | View past & upcoming tours - From the deal record click the hyperlinked Tours.
2 | Edit or Add to Calendar - Select the vertical ellipsis (highlighted above) to make changes to a tour.
Edit Tours
1 | Change the Date or Time: Select the new time you agreed to meet the listing broker on site. Then using the dropdown to find the property your client would like to see.
2 | Change Tour Lead: Any brokers added the transaction can be assigned/reassigned as a tour lead. Select 'Change' next to the broker's name and select the new tour lead.
3 | Remove a Tour: To cancel a tour, click the garbage can icon (shown above) next to each property scheduled for tour.
Don't forget to reach out separately to the leasing broker to confirm the cancellation.
4 | Add Another Tour: Select 'Add Another Property' to schedule another tour for the same day.
Don't forget to 'Save Tour' changes.
Tip! Open AIQ in your web browser during the tour and use 'Comments' as your digital tour notebook.