All Bookings Tab

Modified on Tue, 31 Oct 2023 at 11:54 AM

Navigate to:

1. Overview

2. Booking Card

2.1. Checking/Adding Notes From Booking Card

2.2. Checking/Adding Collection From Booking Card

2.3. Checking Demand Letters

3. Bookings Filters

4. Bookings Search

1. Overview

The Post Sales panel allows you to check all the bookings, collection details, agent's comments on bookings (notes), booking letters, managing tags on bookings, and so much more.

You can also apply Filters as per Towers, various Milestones, and Date Ranges from the bookings page. 

There is also a search option on the Bookings page of the Post Sales which allows you to search any bookings as per particular Unit, Booking ID, Applicant Name, or Applicant’s Phone Number.

This document will help you understand the:

- Booking Card

- Applying Various Filters

- Booking Search

2. Booking Card

2.1. Checking/Adding Notes From Booking Card

- Click the Read More option under the Notes section to check the previously added notes.

- Click the Add New option under the Notes section to add new notes for the booking.

2.2. Checking/Adding Collection From The Booking Card

- Click on the Add New option under the collection tab to add a new collection.

- Click on the Collection option under the collection tab to check the collection history.

Read More: Different Ways To Add Collections

2.3. Checking Demand Letters

a. Click on the Demand tab to check the demand letter.

b. You can download, share, or print the demand with or without interest for a particular booking.

Read More: Steps To View or Generate Demand Letters

3. Booking Filters

4. Bookings Search

You can search the bookings as per the:

- Unit Number

- Booking ID

- Applicant/Client Name

- Applicant/Client Phone Number

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