FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 15:42 to 16:12

Flat 2, 31 Meridian Row

SE10 4NU · Greenwich · 1 bed · £1600 pcm

Planned, nobody told yetproposedAccess check due soon
Attention

Access check due soon

Access has not been confirmed. The check was due now.

Access:
Building manager or concierge
Opens the door:
Copper Lane building manager, 020 7946 0410
Viewing:
15:42, in 5 h, Daniel Boateng (agent)

What it means: Nobody has been told yet, so the slot can still move without a call.

Ready checklist0 of 3 ticked
Access check due soon: what to do, in order0 of 3 done
  1. 1
    Ask Copper Lane building manager020 7946 0410
  2. 2
    Log what Copper Lane building manager said
    Now

    Their words go on the timeline. Pick Access is confirmed and the check is done in the same click.

    Only for a different day or time: the day and hours they can do

    Goes on the timeline as Copper Lane building manager's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

  3. 3
    Mark it: Access is fine, or Access failed

People for this decision

RenterMarcus Patel
07700 970891 · prefers phone
AgentDaniel Boateng
07700 900106 · 6/6
Opens the doorCopper Lane building manager
020 7946 0410
Show full details
Renter prefersPhone

Correct Marcus's name, number or channel

LandlordMarcus Mensah
Operational ownerAlex Morgan
RequestedWed 2 Sept, 15:34 via sales

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
Check dueThu 3 Sept, 10:40 (now)
Details last confirmed21 days ago
Mark access now
Why this agent Daniel Boateng, 0 min from Flat 2, 31 Meridian Row

Daniel Boateng is the closest available agent (already at Flat 2, 31 Meridian Row), inside the requested window (13:00 to 18:00), daily load stays within limit (6/6).

Not selected (9)
  • Sarah Okonkwo: at daily limit (7/7 viewings)
  • Tom Ferreira: not available today
  • Hannah Lindqvist: cannot reach the property inside the requested window without moving other viewings
  • Chloe Marchetti: possible, but adds 47 min of travel instead of 0
  • Ravi Sharma: possible, but adds 47 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 47 min of travel instead of 0
  • Omar Haddad: possible, but adds 58 min of travel instead of 0
  • Aisha Rahman: possible, but adds 66 min of travel instead of 0
  • James Whitfield: possible, but adds 81 min of travel instead of 0
More you can do heresomething happened, someone got in touch, change the plan
Something happened
Renter cancelled

Closes this viewing as cancelled and offers the freed slot to a request from the waiting list.

Renter running late

Shifts the rest of the agent's day by the delay. Anything pushed past a renter's window becomes a proposal for you.

Agent running late

Shifts the rest of the agent's day by the delay. Anything pushed past a renter's window becomes a proposal for you.

Agent called in sick

Takes the agent off every viewing of theirs today and proposes the least bad way out, one recommended of three. The path then asks the covering agent before you decide.

Access check failed

Parks this viewing on the waiting list as a proposal and lists who to call. If people were told, nothing moves until you confirm.

Access provider not available

Parks this viewing on the waiting list as a proposal and lists who to call. If people were told, nothing moves until you confirm.

Someone got in touch
Record Marcus's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Marcus's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Daniel's response (agent)

Goes on the timeline as Daniel's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Copper Lane building manager's response (access)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Copper Lane building manager's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Marcus's response (landlord)

Goes on the timeline as Marcus's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

A call counts too: pick Phone as the channel, the call goes on the timeline as a call.

Change the plan
Move to another agent or time

Nobody is told until you press Tell renter and agent.

Send a free message

Marcus prefers Phone.

Lock this assignment

The engine leaves it alone from then on. Re-plans list it as yours to decide.

Close it
All the words ready for this viewing (3)
Tell the renter, ask for a yesAvvisare il renter e chiedere confermato Marcus Patelwhatsapp first

La visita ha un agente e un orario ma il renter non è ancora stato avvisato.

Message (WhatsApp, SMS)

Hi Marcus, it's Alex from the lettings team. Your viewing at Flat 2, 31 Meridian Row is booked for Thu 3 Sept at 15:42. Daniel Boateng will meet you at the door. Reply YES to confirm, or let me know if the time does not work for you.
Ciao Marcus, sono Alex del team lettings. La tua visita a Flat 2, 31 Meridian Row è fissata per Thu 3 Sept alle 15:42. Daniel Boateng ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.

Email

Subject: Your viewing at Flat 2, 31 Meridian Row, Thu 3 Sept at 15:42
Hi Marcus, Thank you for your interest in Flat 2, 31 Meridian Row. Your viewing is booked for Thu 3 Sept at 15:42 and will take about 30 minutes. Our colleague Daniel Boateng will meet you at the property. If the time does not work, just reply to this email with a day and time that suits you and we will do our best. Best wishes, Alex Lettings team
Ciao Marcus, Grazie per l'interesse per Flat 2, 31 Meridian Row. La tua visita è fissata per Thu 3 Sept alle 15:42 e durerà circa 30 minuti. Il nostro collega Daniel Boateng ti incontrerà alla proprietà. Se l'orario non va bene, rispondi a questa email con un giorno e un'ora che ti vanno bene e faremo il possibile. Cordiali saluti, Alex Team lettings

Phone call

Opening · Apertura
Hi, is that Marcus? It's Alex calling from the lettings team, about Flat 2, 31 Meridian Row.
Ciao, parlo con Marcus? Sono Alex, chiamo dal team lettings, per Flat 2, 31 Meridian Row.
Is now a good time? It will only take a minute.
È un buon momento? Ci vuole solo un minuto.
The point · Il punto
I'm calling to confirm your viewing on Thu 3 Sept at 15:42. Our colleague Daniel Boateng will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 15:42. Il nostro collega Daniel Boateng ti incontrerà lì.
Does that still work for you?
Ti va ancora bene?
If they say... · Se dice...
They cannot make it. (Non può venire.)
No problem at all. What day and time would suit you better? I'll check with the team and text you the new slot within the hour.
Nessun problema. Quale giorno e orario ti andrebbero meglio? Verifico con il team e ti mando il nuovo orario per messaggio entro un'ora.
They ask questions about the property (price, bills, furniture). (Fa domande sulla casa (prezzo, bollette, arredi).)
Good question. I'll send you the listing link after this call, and Daniel will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Daniel ti spiegherà tutto alla visita.
They ask what to bring. (Chiede cosa portare.)
Just yourself. If you decide to apply, some photo ID will be useful, but it's not needed for the viewing.
Solo te stesso. Se decidi di fare domanda, un documento con foto sarà utile, ma per la visita non serve.
They sound unsure or want to think about it. (Sembra indeciso o vuole pensarci.)
Of course. I'll keep the slot for you until later today. Just text me YES or NO when you know.
Certo. Ti tengo il posto fino a più tardi oggi. Mandami YES o NO quando sai.
Voicemail · Segreteria
Hi Marcus, it's Alex from the lettings team about your viewing at Flat 2, 31 Meridian Row on Thu 3 Sept at 15:42. Could you reply to my text to confirm? Thanks, bye.
Ciao Marcus, sono Alex del team lettings, per la tua visita a Flat 2, 31 Meridian Row Thu 3 Sept alle 15:42. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 15:42. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 15:42. A presto.

One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Marcus answered? Record it here” below.

Tell the agent about the viewingAvvisare l'agente della visitato Daniel Boatengwhatsapp first

L'agente è stato assegnato ma non sa ancora della visita.

Message (WhatsApp, SMS)

Hi Daniel, new viewing on your list: Flat 2, 31 Meridian Row, Thu 3 Sept at 15:42 (30 min). Renter: Marcus Patel, 07700 970891. Access: building manager or concierge, Sign in at the concierge desk, bring ID.. Shout if anything is unclear.
Ciao Daniel, nuova visita sulla tua lista: Flat 2, 31 Meridian Row, Thu 3 Sept alle 15:42 (30 min). Renter: Marcus Patel, 07700 970891. Accesso: building manager or concierge, Sign in at the concierge desk, bring ID.. Fammi sapere se qualcosa non è chiaro.
Ask the building manager for accessChiedere l'accesso alla portineriato Copper Lane building manageremail first

La visita è pianificata e chi apre la porta non ha ancora confermato.

Message (WhatsApp, SMS)

Hi there, it's Alex from the lettings team. We'd like to show Flat 2, 31 Meridian Row on Thu 3 Sept at 15:42, for about 30 minutes. Could you confirm the concierge can let our agent Daniel Boateng in at that time? Thank you!
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 2, 31 Meridian Row Thu 3 Sept alle 15:42, per circa 30 minuti. Puoi confermare che la portineria può far entrare il nostro agente Daniel Boateng a quell'ora? Grazie!

Email

Subject: Access request: Flat 2, 31 Meridian Row, Thu 3 Sept at 15:42
Hi there, We have a viewing booked at Flat 2, 31 Meridian Row on Thu 3 Sept at 15:42, lasting about 30 minutes. Our agent will be Daniel Boateng. Could you confirm that access is possible at that time? If a different time works better on that day, please let me know and I will move the viewing. Many thanks, Alex Lettings team
Ciao there, Abbiamo una visita fissata a Flat 2, 31 Meridian Row Thu 3 Sept alle 15:42, durata circa 30 minuti. Il nostro agente sarà Daniel Boateng. Puoi confermare che l'accesso è possibile a quell'ora? Se quel giorno va meglio un altro orario, dimmelo e sposto la visita. Grazie mille, Alex Team lettings

Phone call

Opening · Apertura
Hi, is that there? It's Alex from the lettings team, about Flat 2, 31 Meridian Row.
Ciao, parlo con there? Sono Alex del team lettings, per Flat 2, 31 Meridian Row.
The point · Il punto
We have a viewing on Thu 3 Sept at 15:42, about 30 minutes. Could the concierge let our agent Daniel Boateng in at that time?
Abbiamo una visita Thu 3 Sept alle 15:42, circa 30 minuti. La portineria potrebbe far entrare il nostro agente Daniel Boateng a quell'ora?
If they say... · Se dice...
They are not available at that time. (Non è disponibile a quell'ora.)
I understand. Is there a time that day that works for you? Or, if easier, a spare key we could collect?
Capisco. C'è un orario quel giorno che ti va bene? Oppure, se è più semplice, una chiave di riserva che potremmo ritirare?
They say they need more notice. (Dice che serve più preavviso.)
Fair enough, sorry about that. How much notice do you need in future? I'll write it down so we never ask late again.
Giusto, mi scuso. Quanto preavviso ti serve in futuro? Lo annoto così non chiederemo più in ritardo.
They ask who the renter is. (Chiede chi è il renter.)
A prospective tenant who has been checked by our team. Our agent stays with them for the whole visit.
Un potenziale inquilino già verificato dal nostro team. Il nostro agente resta con lui per tutta la visita.
Voicemail · Segreteria
Hi there, it's Alex from the lettings team. We'd like to show Flat 2, 31 Meridian Row on Thu 3 Sept at 15:42. Could you call or text me back to confirm access? Thank you.
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 2, 31 Meridian Row Thu 3 Sept alle 15:42. Puoi richiamarmi o scrivermi per confermare l'accesso? Grazie.
Closing · Chiusura
Perfect, thank you. I'll confirm the time with Daniel. Have a good day.
Perfetto, grazie. Confermo l'orario con Daniel. Buona giornata.

One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Copper Lane building manager answered? Record it here” below.

Timeline

  1. Access check due now, the lead time is already past
    b2b building manager, 48 h before the viewing
    Thu 3 Sept, 10:40 · FieldFlow
  2. Planned with Daniel Boateng at 15:42
    Daniel Boateng is the closest available agent (already at Flat 2, 31 Meridian Row), inside the requested window (13:00 to 18:00), daily load stays within limit (6/6).
    Thu 3 Sept, 10:40 · FieldFlow
  3. Put on the waiting list
    no agent free inside the requested window, waiting for a slot to open
    Wed 2 Sept, 15:37 · FieldFlow
  4. Viewing requested by Marcus Patel
    Thu 3 Sept, between 13:00 and 18:00, 30 min, standard priority, via sales
    Wed 2 Sept, 15:34 · Alex Morgan

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