Prospecting Prospecting.pdf · 2019. 10. 31. · Adding a Guest Card (2-6) Other Resident vs....
Transcript of Prospecting Prospecting.pdf · 2019. 10. 31. · Adding a Guest Card (2-6) Other Resident vs....
Adding a Guest Card (2-6)
Other Resident vs. Co-Resident (6)
Sharing a Guest Card (7-8)
Phone log (9-10)
Searching for Prospects (11-15)
Filtering Prospect Search (14)
Prospect Follow Up Actions (16-18)
PROSPECTING
• Click the menu link to access the Menu
• Click “Residential Management”
2
ADDING A GUEST CARD
ADDING A GUEST CARD
Click “Add a Guest Card”
3
ADDING A GUEST CARD
Fill out the necessary information and click “Save”
4
Selecting the leasing agent ID is important
because this will identify you as the agent
responsible.
ADDING CO-RESIDENT(S)/OCCUPANT(S)
5
Enter additional Occupant Information
Occupants can be an Other Resident or a Co-Resident
• Co-Residents – financially responsible for lease; must be
screened
Click Detail
Click Save/Next
“OTHER RESIDENT” VS. “CO -RESIDENT”
The “Guarantor” box becomes available when “Co-Resident” is selected.
6
This screen is where you must activate if the co-resident is a Guarantor
Sharing a Guest Card will allow multiple properties in a group (such as Big Creek, Cobblestone, Pine Ridge or Huntington Green) to view the records
SHARING A GUEST CARD
7
SHARING A GUEST CARD
Check the “Share”
box to share the
Guest Card across
Property ID’s
8
PHONE LOG
To Create a Phone or Email Lead, use the Phone Log
*NOTE- A phone log will not be
recorded as a Walk-in, and thus
will not effect traffic counts for the
week.
9
Click the Main
Menu Button to
access the
Residential
Management
Menu.
PHONE LOG
Note that you can
select Initial Contact
Type – a phone call or
email. These are
important distinctions.
Always ensure this
information is entered.
From this screen you can
schedule a follow-up
appointment for a tour.
This will appear on your
calendar in MRI. Clicking
save will create the
appointment on the
calendar10
You are able to change property ID
by clicking Property ID.
PHONE LOG
Clicking Save will save
the record
Clicking Save and Next will
save the current record
and create a new blank
phone log to fill out. (used
for multiple consecutive
entry)
11
• Click the ‘washboard’ link to access the Menu
• Click “Residential Management”
12
SEARCHING FOR PROSPECTS
SEARCHING FOR PROSPECTS
Click “Select a Prospect”
13
SEARCHING FOR PROSPECTS
Checking the “Show Global Guest Cards” box will
show all Shared Guest Cards from multiple properties
Clicking the Funnel Icon will allow you to filter Prospects
Enter Prospect information
and click “Search”
14
FILTERING PROSPECT SEARCH
These are the options
available for filtering
Prospects
15
SEARCHING FOR PROSPECTS
Click the blue link to
navigate to the
Resident Guest Card
16
PROSPECT FOLLOW UP ACTIONS
To create a Follow Up with a Prospect select “Appointment”
from the “Quick Actions” drop-down menu
*Appointments will show on the Calendar*
*See “Calendar Functions” Module for details*
17
PROSPECT FOLLOW UP ACTIONS
*Appointments will show on the Calendar*
*See “Calendar Functions” Module for details*
18
The appointment will launch a window. Fill out details. This
will appear on the calendar.
PROSPECT FOLLOW UP ACTIONS
The appointment can now be found on calendar, cancelled
and completed.
19
You can navigate to the calendar through the Main
Residential Management menu – click Calendar (daily or
weekly)