CRM IQ

QRG – CRM IQ – Sending Mass Communication to Prospects and Residents
QRG – CRM IQ – Sending Mass Communication to Prospects and Residents From the Communications menu, you may send mass emails to residents or prospect...
Mon, Sep 29, 2025 11:05 AM
QRG - CRM IQ - Generating the Household Member Addition and Release Agreement
CRM IQ - Generating the Household Member Addition and Release Agreement This QRG will review how to correctly generate the household member addition a...
Mon, Aug 4, 2025 2:40 PM
QRG - CRM IQ - Renewal: Removing a Rentable Item
QRG - CRM IQ - Renewal: Removing a Rentable Item  To End/Release a Rentable Item at Lease Expiration prior to generating a Renewal Leas...
Mon, Aug 4, 2025 2:40 PM
QRG – CRM IQ - Renewal Part 2: Select Offer, Generate Lease, Sign, and Countersign
QRG – CRM IQ - Renewal Part 2: Select Offer, Generate Lease, Sign, and Countersign  Note the renewal status meaning:   Selec...
Mon, Aug 4, 2025 2:40 PM
​QRG - CRM IQ - Add Resident Rentable Items
QRG - CRM IQ - Add Resident Rentable Items  Rentable items are items that are not connected to units and that you can rent to guests. ...
Mon, Aug 4, 2025 2:40 PM
QRG – CRM IQ - Converting a Lease to a Month-To-Month
QRG – CRM IQ - Converting a Lease to a Month-To-Month    If a resident fails to renew their lease, you must complete the Month-...
Mon, Aug 4, 2025 2:40 PM
QRG - CRM IQ - Add Resident Rentable Items
QRG - CRM IQ - Add Resident Rentable Items  Rentable items are items that are not connected to units and that you can rent to guests. ...
Mon, Aug 4, 2025 2:40 PM
QRG - CRM IQ - Deposit Accounting
QRG - CRM IQ - Deposit Accounting  Follow these steps when completing Deposit Accounting.     Note - Who requires...
Mon, Aug 4, 2025 2:40 PM
QRG – CRM IQ – Generating Late Letters and Small Balance Owed Letters in CRM IQ
QRG – CRM IQ- Generating Late Letters and Small Balance Owed Letters in CRM IQ  This QRG will detail how to generate Late Letters &...
Mon, Aug 4, 2025 2:40 PM
QRG - CRM IQ - Generating Credit Balance Letters in CRM IQ
QRG - CRM IQ - Generating Credit Balance Letters in CRM IQ  This QRG reviews how to generate Credit Balances Letters in CRM IQ  ...
Mon, Aug 4, 2025 2:40 PM