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QRG – CRM IQ – Move In Readiness Dashboard  The Move In Readiness Dashboard displays the status of each step on the path to becoming a re...

QRG – CRM IQ – Posting a Charge Create a one-time charge or a pro-rated rent to the resident ledger.   To add a charge for pr...

QRG – CRM IQ – Resident Ledger Review  Content:   Ledger Best Practices  Review a resident's ledger&...

QRG – CRM IQ – Resident Activity Detail Report  This report displays the stats on the activity on move ins, move outs, applications, leas...

QRG – CRM IQ – Promoting a Roommate  If one of your residents wants to move out and a roommate wants to remain in the unit, first you w...

QRG – CRM IQ – Online Document - Corporate Lease Occupant Changes According to the Corporate Housing SOP, leases that a corporate entity is resp...

QRG – CRM IQ – No Lease/No Lease on Portal Exceptions As a part of the Month End Checklist, there are No Lease and No Lease on Portal exception re...

QRG – CRM IQ – Managing Pets It is required to manage the information and update the lease for adding or removing any pets, including Service An...

QRG - CRM IQ - Calculating Conversion Ratios This QRG covers how to calculate conversion ratios in CRM IQ. This can be used using data found on the &q...

QRG – CRM IQ – Community Leader Dashboard  The Community Leader Dashboard displays the occupancy statistics and available units for the s...