QRG - CRM IQ - Leasing Quick View
This QRG is an overview of the Leasing Quick View in CRM IQ.
The Leasing Quick View can be found for each customer by select the Eye icon that appears when you hover over their name.
1. Hover over the customer that you'd like to engage with and select the eye to open up the Leasing Quick View flyout.
2. The flyout will open up with all information related to the customer. This area is a multi purpose space that covers all information about the Customer, such as, their preferences, contact information, and activity thread. Below, each category will be broken down below.
Activities -
This is where you will see all activity related to this customer including calls, emails, automated emails, tours, etc. This information defaults to the newest activity under the timeline at the top and will default for the last 30 days.
Use this timeline to stay up to date on what is happening with this customer.
Checklist -
The checklist tab is where the customer is in the leasing process. From this area, you can track how the application is going as well as get a quick overview of the Applicants panel to see where the customer is at in the applicant process.
Availability -
The Availability tab will show you available units at the property based on the preferences listed for the customer. From here, different tasks can be completed such as viewing pricing, amenities, specials, and selecting the unit.
Add Tours-
The Add Tours tab is a space to quickly view the property calendar and add a tour from the Leasing Quick View tab.