CRM IQ
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
This QRG will show Regional Directors how to add leasing specials unit types in CRM IQ. This functionality is only available for those with Regiona...
Thu, Nov 13, 2025 3:34 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
CRM IQ - Finding HAP Ledger Charges on Resident Ledgers
This QRG will show you how to find HAP ledger charges on the resident profile. If you are look...
Mon, Oct 27, 2025 12:39 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
CRM IQ - HAP ledger charges from Rent Roll with Lease Charges
This QRG shows how to find HAP ledger charges using the Rent Roll with Lease Charges rep...
Mon, Oct 27, 2025 12:39 PM