Add Prospect

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When using the Add Prospect task, you have the ability to log the contact with any detailed notes, specify the referral type and source (i.e. - Newspaper / The New York Times), rate the lead as being either hot, warm, cold or not rated, specify a desired lease term (in months), move-in date and price range, schedule a date for an appointment, and specify a date to follow-up with the prospect.  You can also use Household Codes to specify specific requests and/or needs of the Prospect. You can also select which amenities the prospect is interested in. You can select which Communities and Program Types for the Prospect.  When adding a prospect, you are required to enter one type of contact information for the prospect - email address, physical address or phone number.

 

From the Add Prospect task, you now have a Guest Card for a household.  If one user creates a Guest Card for a household for a community that user has access to and another user creates another Guest Card for the same household but for a different community that only the second user has access to, then the household has 2 Guest Cards - one created by each user.

Prerequisites to complete task correctly.

None

How do you get here?

Occupancy and Compliance Applications Tab Tasks Add Prospect

To Add a Prospect:

  1. Enter as much information as possible about the prospect in the search criteria to see if the prospect already exists in the database.  The more information you enter, the better the search will be.

  2. Click the Search button.

  3. Fill out as much of the Guest Card as possible.

  4. Click Finished if you do not want to send an application at this time.

  5. Click Next to send an application.

  6. Select the application or applications, as well as other documents included in the "Applications: Send" Document Group at System Administration > Maintain Documents - Maintain Document Groups that need to printed and sent to the prospect.

  7. Click Finished.

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