Now you’ve connected with your agents and are starting to build out a view of your portfolio. The next step is to jump into each disposal to customise your experience.
Configure Your Interest Schedule
Go to a disposal and click ‘Manage’ on the image, then click Interest Schedule on the top tab.
You can flick between ‘Table’ and ‘Kanban’ view
Click ‘Columns’ and select which data points you’d like to pull across from the agent's side. Select data points on the left-hand side and re-order them on the right.
N.B - Once columns are saved, they will remain as you and your colleagues' view of that specific schedule until changed.
Use 'Filters' to include/discount enquiries.
The 'Re-order' function allows you to view your interest in the order that best makes sense for you.
'Present' mode gives you a clean, full-screen view, perfect for meetings & presentations.
Contributing to your interest schedule
There are many ways you can collaborate on the interest schedule with your agents.
Review and amend the current status of any enquiry on the schedule
View all past comments and add new comments
Catch up on what's recently happened by scrolling through all 'Activity' history on any line of interest
Use the comment box to either add your thoughts or '@' to tag specific agents
Look through all past viewings conducted with an applicant, including the feedback status
Adding Prospects
If you have an existing tenant that wants to relocate or have had a direct application from an occupier yourself, you can 'Add a Prospect' to the Interest Schedule to progress yourself or for your agents to go out and target.
Data sets
You can request any of the data sets applicable to Kato interest schedules. You can also click into the individual enquiries to access further information about the tenant’s requirement.
Your agents are in control of what they share with you, and sometimes, tenant names may be confidential, but all of the data points are there and available on request.