CRM IQ
QRG - CRM IQ - Canceling a Guest Card
This QRG will outline how to cancel and reactivate a guest card in CRM IQ.
Canceling a guest card -
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Fri, Aug 15, 2025 12:55 PM
A Comment is an Activity that allows you to tag and send a message to another Centerspace team member regarding a specific prospect or resident.
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Fri, Aug 22, 2025 12:34 PM
QRG - CRM IQ - Leasing Commissions - New Move-Ins
To indicate who is eligible for commission on a new lease in CRM:
1. Once the lease...
Fri, Aug 29, 2025 8:08 AM
QRG - Add and Release a Roommate at Renewal
This QRG will cover how to add and/or remove a roommate when a renewal offer exists/no lease has been sign...
Thu, Sep 25, 2025 4:59 PM
QRG - Applicant Screening - Adding a Roommate to a Current Resident
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Tue, Sep 30, 2025 1:48 PM
QRG - CRM IQ - Archiving/Removing New Conversations
This QRG covers how to Archive/remove a conversation from the New Conversations bucket that does n...
Mon, Sep 29, 2025 11:58 AM
QRG - CRM IQ - Adding Leasing Specials/Concessions in CRM IQ
This QRG will show Regional Leaders how to add leasing specials unit types in CRM IQ. Thi...
Thu, Oct 23, 2025 4:29 PM
QRG - CRM IQ - How to Find and Pull the Resident Directory Report
This QRG will focus on how to find the the Resident Directory Report and pull/displa...
Mon, Sep 29, 2025 12:49 PM
QRG - CRM IQ - Finding HAP Ledger Charges
This QRG will show you how to find residents that have HAP ledger charges associated with their account.
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Mon, Sep 29, 2025 3:35 PM
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 cust...
Mon, Sep 29, 2025 5:27 PM