Creating a Quick List in the Viewing Grids of Loop

Article Purpose: This article explains how to create and save a quick list in the viewing module of Loop to easily filter and access specific viewing data.

Steps:

1. Access the Viewing Module:

   • Navigate to the "Viewings" module from the left-hand menu in Loop.
   • The viewing grid will display various viewing data.

2. Open the Filters:

   • Click on the "Filters" option located at the top of the viewing grid.
   • A dropdown menu with filter options will appear.

3. Apply Filters:

   • Use the available filters to narrow down the viewing data to your specific criteria.
   • Example: To create a list of viewings you have attended that require follow-up:
     • Viewing Status: Select "Carried Out".
     • Buyer Feedback: Select "Doesn't have feedback".
     • Attended By: Select your own name.
   • As you apply filters, the viewing grid will automatically update to reflect the selected criteria.

4. Save the Quick List:

   • Once you are satisfied with the applied filters, click the "Save this quick list" button.

5. Name the Quick List:

   • Enter a descriptive name for your quick list. (e.g., "My Viewings to Follow Up")

6. Save the Quick List:

   • Click the "Save" button.

7. Access the Quick List:

   • The saved quick list will now appear as a tab next to the "Quick Lists" options at the top of the viewing grid.

Benefits:

• Efficient Data Filtering: Quickly access specific viewing data based on your needs.
• Personalized Lists: Create multiple quick lists with different filter criteria.
• Time-Saving: Avoid manually applying filters each time you need to access specific data.
• Automated Updates: Quick lists automatically update as new viewings meet the filter criteria.
• Improved Workflow: Streamlines the process of following up on viewings and managing feedback.

Example Use Cases:

• "Office Viewings to Feedback"
• "Viewings for Specific Property"
• "Viewings for Specific Buyer"

Important Notes:

• You can create up to 16 quick lists.
• Quick lists are dynamic and will update as new data matches the filter criteria.

Support:

• If you have any questions or require assistance, please contact the Loop support team at support@loop.software.