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QRG - CRM IQ- Entering a New Guest Card   This QRG covers the process of entering a new guest card for a lead that did not come in throug...

QRG - CRM IQ - Follow-Up Setup Each follow-up template event type corresponds to a specific event or time.  Event Type&nbsp...

QRG – CRM IQ - Individual Email Communication From Prospect/Resident Page  This QRG covers how to contact a guest individually from the...

QRG – CRM IQ – Merging Guest Records  There are now two ways to merge guest records in CRM IQ. The first is an option presented to us w...

QRG - CRM IQ - Post Tour Must Do's - Record Show, Send Invite to RentCafé, Send Custom Quote    Recording a show event fr...

QRG – CRM IQ – Property Calendar Blackouts  You have the ability to set up a one-time calendar blackout as well as recurring calendar blacko...

QRG – CRM IQ - Removing Invalid Leads from Unreviewed Queue    Some leads will come in and be considered invalid. Vendor calls, ...

QRG – CRM IQ – Resident Email Change Resident emails may be updated by an agent or by the resident themselves.     Agen...

QRG – CRM IQ – Resident Email Opt Out In order to avoid compliance issues with email opt-outs, a resident that opts out of an email must opt back in t...

QRG – CRM IQ - Review Prospect Activity (Through Resident Record)    This QRG will go through how to find and prospect activity.&a...