Prospect Creation Guide

Click the navigation link to access the page allows you to create a Prospect for the Property selected.

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Then simply fill out the form on the page you are directed to in order to create a Prospect. If you wish you are able to also use the link in the heading of the page to allow a Prospect to enter their data themselves. Doing this will redirect them to a page

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Step 1

Allowing a Prospect to enter their data personally allows easy implementation of a Prospect Entry Station at a Property. Opting to allow Prospects to be entered this way will log you out of your account and provide a Prospect entry page for the Property.

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Step 2

There is a notification telling you what will happen.

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Step 3

If you decide to proceed you are directed to the Prospect Entry Page. Note, you cannot access the previous page you were on without logging back in.

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