View source for Daily Negotiator Workflow

= Daily Negotiator Workflow =

This is a practical routine for using Standout through a normal working day. It is not mandatory, but it keeps appointments, follow-ups and opportunities from falling between different screens.

== Start of day ==
# Open the [[The Dashboard|Dashboard]].
# Open the [[Communications Centre]] and deal with new/unread enquiries or Customer Portal messages that need a prompt response.
# Check today's diary and any appointments that need preparation.
# Open the [[Task List]] and deal with overdue tasks first.
# Review notifications and messages.
# Open [[Opportunity Finder]] and identify the strongest prospecting calls for any available gaps in the diary.

== Before a valuation ==
# Open the property/contact.
# Check the owner's contact details and address.
# Review previous notes and any earlier valuation history.
# Confirm the diary appointment and directions.
# If appropriate, prepare any valuation/take-on checklist or letter available from the appointment/property workflow.

After returning, follow [[Sales Valuation to Instruction]] or the rental take-on workflow.

== Before a viewing ==
# Open the viewing appointment.
# Check the applicant is still looking and the requirements still make sense.
# Review any important property notes and access/key instructions.
# Confirm whether the viewing is accompanied or unaccompanied.

After the viewing, record the outcome promptly using [[Recording Viewing Feedback]].

== During calls and enquiries ==
Portal leads, website enquiries and Customer Portal conversations should be worked from [[Communications Centre]]. Link an existing Contact wherever possible and use the enquiry status/assignment so colleagues can see who owns the next action.

Always search for the caller before creating a new contact. If the enquiry is a potential instruction, the [[Telephone wizard]] can create the contact/property and help book the valuation in one flow.

For applicants:
# register or update the contact;
# update requirements;
# run matching;
# book a viewing where appropriate;
# create a task if a follow-up is promised.

== Prospecting time ==
Use [[Opportunity Finder]] as a prioritised list rather than manually trawling old contacts.

A useful sequence is:
# property-to-sell buyers;
# recent lapsed valuations;
# withdrawn vendor win-backs;
# dormant applicants.

After every call, record the outcome and use the workflow action so the opportunity does not repeatedly return as if untouched.

== End of day ==
# Complete tasks that are finished rather than leaving them open.
# Move unfinished actions to a realistic future date.
# Check [[Communications Centre]] for any new/assigned items that still have no first action.
# Check tomorrow's appointments for gaps or clashes.
# Make sure valuation/viewing outcomes have been recorded.
# Check that any important customer promise has either been completed or captured as a task.

The goal is simple: another member of staff should be able to open Standout tomorrow morning and understand what happened today.