Once a visit’s start time has passed, open it and choose Record outcome. Visits nobody has updated wait in Needs outcome; EstateCue never marks a visit completed on its own.
If the visit happened
- Choose Yes, it happened.
- Pick the buyer’s response: Highly interested, Interested, Needs alternatives, Negotiating, Not interested or Not captured.
- Add their feedback if you have it.
- Choose the next step, such as Share price sheet or Arrange another visit, and when to follow up. The follow-up is added to Follow-ups for the lead’s owner. If no follow-up is needed, say why.
If it did not happen
Choose No, then whether the buyer did not show up, the visit was cancelled or it moved to a new time. A visit that did not happen is never saved as completed. For a no-show you can add a follow-up to call the buyer and rebook.
Fix a mistake
Owners and admins can open a finished visit and choose Correct record, for example when a visit was marked completed but the buyer never came. A reason is required, and the correction is shown in the visit’s activity.