QRG - CRM IQ - Follow-Up Setup
Each follow-up template event type corresponds to a specific event or time.
Event Type |
Record Type |
Corresponds To |
Follow Ups |
Due In |
First Contact |
Prospect |
An agent creates a new prospect guest card, an agent converts a lead to a guest card, or a prospect contacts the property from its website and RENTCafé CRM automatically creates guest card. |
Any: First Contact |
4 Hours |
Any: Second Contact |
2 Days |
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Any: Third Contact |
4 Days |
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Any: Fourth Contact |
10 Days |
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First Showing |
Prospect |
An agent creates the first unit showing event on a prospect record. |
Email: Thank you for visiting |
4 Hours |
Email: Send Invite to RentCafe |
4 Hours |
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Call: Encourage Online Leasing |
2 Days |
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Third Showing Follow-Up |
7 Days |
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Submit Application |
Prospect |
A primary applicant submits their application form and pays their application fees, or an agent posts application fees on a prospect record. |
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Approve Application |
Prospect |
An agent approves an application. |
Call: Congratulations and Welcome |
1 Day |
Email: Send Welcome Letter |
1 Day |
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Deny Application |
Prospect |
An agent denies an application. |
Email: Send Regrets |
2 Days |
Move In |
Resident |
12:00 AM on a future resident's move-in date. |
Call: Key Pick Up Arrangements |
2 Days prior to move in |
Any: Complete Move-In Inspection |
3 Days |
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Move Out |
Resident |
12:00 AM on a resident's move-out date. |
Email: Send Move Out Checklist |
15 days prior to move out |
Call: Schedule Walk Through |
3 days prior to move out |
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Completed Serviced Request |
Resident |
A Tech completes a service request, or a resident submits a request from the resident portal. |
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