Click Here to Watch a Step-by-Step Tutorial Video in a New Window

From the Tree View:

1. Expand the Leasing Section
2. Click on Add Prosp. Resident

1. Tree Navigation

2. Header Navigation

3. PRI Information & Status Fields

• Created Date
• Status Change Reason
• SAVE button

Referred By Drop down list

• Classified
• Craigslist
• Direct Mailing
• Friend
• Internet
• Website
• Other
• Owner
• Pennysaver
• Phone Book
• Radio
• Real Estate Agent
• Rentals.com
• Resident
• Sign
• Trulia
• TV
• Zillow

Application Status Drop down list

• AT- Application Taken
• AQ - Application Qualified
• AD - Application Denied
• AM - Application Missed
• AB - Application Backed Out

Probability of Closing Percentage Drop down list

• 1-100%

Inquiry Status Drop down list

• ACTIVE
• DEPOSIT SCHEDULED
• SIGNED
• DISABLED

4. Primary Resident Contact Information Fields

• First Name
• Last Name
• Cell Phone Number
• Home Phone Number
• Work Phone Number
• Email Address
• Number of Occupants
• SAVE Button

5. Prospective Resident Needs / Requested Amenities

• Date needing to Move-in By
• City wanting to Live in
• Max Rent Rate$
• Min Rent Rate$
• Do they Need a place that takes Pets
• # of Needed Bedrooms
• # of Needed Bathrooms
• Square Footage
• Do they want a Fireplace
• Do they require Central Air
• # of Stories they prefer
• # of Car spaces needed
• SAVE Button

6. Screening Questions Checklist

7. Motivation Factor & 3xRent Calculator

• Motivation Drop down list
• Rent Rate
• Calculation of 3x Rent Rate
• CALCULATE Button

8. Search for Properties of Interest

• City
• Zip
• Map Grid
• Available From
• Available To
• Amenity 1
• Amenity 2
• Amenity 3
• SEARCH Button

9. Leasing Log (Generated List of Properties from Search criteria)

• Checkmark properties discussed
• ADD Button (will update Leasing Log)

Action Drop down list

• Call
• AT-Taken
• AQ- Qualified
• AD-Denied
• PS- Personal Show
• TS- Resident Show

10. Search for Properties of Interest (Used for Filtering Current Rental List to the Prospects Wants &/or Needs)

• City
• Zipcode
• Map Grid Number
• Availability Dates; From  To
• Amenity 1
• Amenity2
• Amenity3
• SEARCH Button

11. Additional/Secondary Residents

• First Name
• Last Name
• Cell Phone
• Home Phone
• Work Phone
• Email
• ADD Button
• UPDATE BELOW Button
• List of Additional/Secondary Residents

12.  Appointment History

• Appointment Time
• Appointment Date
• Appointment Status Drop down list
• Appointment History notepad
• SAVE Button

13. Notepad 

14. History of Note Entries

• ADD Button