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Schedule a Showing

Showings are a touring activity, not a state change. A lead actively touring is still in QUALIFIED — the canonical state covers everything from “saved searches” through “walking properties this weekend.” Recording a showing logs the activity, adds a temperature signal, and gives the timeline an honest record of what you did, but it does not move the card to a new column.

Steps

Section titled “Steps”
  1. Open the lead’s detail page from the QUALIFIED column.
  2. There is no showing action in the Lifecycle card; from QUALIFIED the only buttons are Buyer agreement signed and Archive: no progress. Record the showing in the Internal notes field of the Assignment & Notes card instead.
  3. Write a dated line with the property reference (address or MLS ID) and what happened: what you walked, what they liked, what they didn’t.
  4. Click Save changes.

Marcus Williams detail page with the Properties Viewed panel listing 12 linked MLS listings (each clickable into the listing detail). Showings you conduct go in Internal notes; the property reference comes from this panel or the agent's CRM.

What changes when you save

Section titled “What changes when you save”
  • The note is saved on the lead. It is not a timeline row; the timeline is for stage changes and contact events.
  • The temperature score does not move because of your note. It moves because of the lead’s own behaviour, and a lead who requested the tour through the site or favourited the listing has already been counted.
  • The lead stays in QUALIFIED. No column movement.

A worked example

Section titled “A worked example”

Marcus Williams is in QUALIFIED at a Hot temperature around 92. His timeline already shows favorites, sessions, and an earlier tour request. Logging a Saturday showing of one of his favorites does three things:

  • Leaves a dated note of what you walked for the next person who opens the card
  • Leaves his temperature alone; his own tour request and favourites are what keep him Hot
  • Leaves Marcus in QUALIFIED, where he was

If the showing produced a buyer’s agreement signature, that is a separate event — see draft an offer.

Multiple showings, one lead

Section titled “Multiple showings, one lead”

Keep one dated line per showing in Internal notes. A lead might have five showings before they decide on a property; the notes capture all five with their property references, and the next agent can read them in order.

What this does NOT do

Section titled “What this does NOT do”
  • It does not change the pipeline state. QUALIFIED → COMMITTED requires a signed buyer’s agreement, not a showing.
  • It does not assign the property to the lead in any exclusive sense. The activity row is a log, not a reservation.
  • It does not notify the listing agent or schedule access. That’s outside the pipeline — coordinate the showing through your usual channels first, then log it after.
Section titled “Related”