Support Center

QRG - CRM IQ - Screening with a Guarantor  This QRG will walk you through how guarantors should be screened. This process is different from the s...

CRM IQ - Managing Pets This QRG will review how to add in pet information to the resident and applicant profiles. Applicant Profile 1. If ...

QRG - CRM IQ - Generating a Team Member Lease Agreement for a Blue Moon Lease This QRG will cover how to add the Team Member concession to the Blue Mo...

QRG – CRM IQ – Agent Dashboard  The Agent Dashboard is the landing page of CRM IQ. It is a snapshot of action needed for the property or as...

QRG - CRM IQ- Linking Rentable Item to Monthly Recurring Charge  There are instances in which a resident is being billed a monthly rec...

QRG – CRM IQ - Activities Flyout from Profile  This QRG covers how to access and navigate the Activities Flyout in CRM IQ from the pr...

QRG – CRM IQ – Agent Calendar Blackouts You have the ability to set up a one-time agent calendar blackout as well as recurring agent calendar blackouts. &...

QRG - CRM IQ - Appointment Scheduling    This QRG will cover how to schedule an appointment from the Agent Dashboard. 1. ...

QRG - CRM IQ - Completing Follow-Ups  A follow-up is an item on a prospect or resident record that reminds an agent to contact the pro...

QRG – CRM IQ – Creating a Guest Record from a Phone Lead  When a phone lead comes in, it will need to be converted from a lead into a p...