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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. Find Log activity in the lead actions panel.
  3. Choose Showing as the activity type.
  4. Add the property reference (address or MLS ID) and a short note — what you walked, what they liked, what they didn’t.
  5. Save.

Marcus Williams detail page with the Properties Viewed panel listing 12 linked MLS listings (each clickable into the listing detail). The shipped admin records showings against specific properties rather than as a separate Log Showing dialog; 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 activity row appears on the timeline with your name and the property reference.
  • The temperature score recalculates on the next read; a showing is a high-contribution signal and usually nudges the score upward.
  • 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:

  • Adds a Scribe-adjacent record of what you walked (attributed to you, not Scribe — Scribe only writes system events)
  • Bumps his temperature signal — already Hot, but the recency push matters when the decay function kicks in later
  • 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”

Each showing is its own activity row. A lead might have five showings on the timeline before they decide on a property — the audit trail captures all five with their property references and your notes. The temperature scorer treats them as repeated engagement signals, weighted by recency.

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”