Prospect Guide

Accessing this page allows you to view all active and inactive prospects stored in the system that you have for the Property selected.

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Step 1: Filtering

To filter the seen Prospects between "Active" "Inactive", and "All" simply click the button as shown below.

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Select the option you wish and the Prospects will filter automatically.

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Step 2: Exporting

To export Prospects, simply click the button shown below.

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You will then be directed to a Reporting page which shows all entered prospects. This Report table follows the same structure and functionality as shown in the Table Functionality tab of the Getting Started section of this guide.

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Step 3: Create New

To create a new Prospect, simply click the button shown in the image below and you will be directed to the form top create a New Prospect.

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Step 1

To view a Prospect, simply click the Icon.

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Step 2

With the information panel open, you can view all of the Prospect's data that pertains to what they are looking for and the general actions you can make happen with the individual.

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Step 1

With the information panel open, you can make an appointment by clicking the "Make Appointment" button.

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Step 2

Then a pop-up modal appears in which you can make an appointment for the Prospect.

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Step 1

With the information panel open, you can send an email by clicking the "Send an Email" button.

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Step 2

Then a pop-up modal appears in which you can send an email to the Prospect. Tracking the emails that have been sent can be done in the information panel.

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Step 1

With the information panel open, you can edit a Prospect by clicking the "Edit" button as shown below.

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Step 2

Then a full page pop-up modal appears in which you can edit the information entered for the Prospect.

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Step 1

With the information panel open, you can initialize the Application Creation Process using the entered Prospect by clicking the button below.

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Step 1

Marking a Prospect as "inactive" means they will no longer show up by default when viewing Prospects or when attempting to Enter Applications.

You can accomplish this by clicking the button below.

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