How do I manually add inquiries and schedule tours?
Overview
When a prospect contacts you directly, you can manually add inquiries and also schedule tours for them using our platform.
We will immediately sent a text and/or email to the lead with a link to schedule a tour,
If you scheduled it for them we'll send them a text with a link to finalize this schedule. Until they do, the tour is not added to the system. This is a necessary step that helps to verify their phone number in our system, as all the communications after that are done via text messages.
Properties page or Leasing page instructions
Click on the '+ Add inquiry' button
Enter the prospect's info: first name, last name, email, and phone number.
Note: The phone number is most important, as we send the prospects a text message regarding their scheduled tour.Start typing the property address, then select it from the dropdown list
If the prospect already knows the time they want to tour, choose the desired date and time for the tour. Else, uncheck the checkbox 'schedule a tour for this property'
Click 'add' and you're all set!
Property-Specific Page Instructions
Click on the property for which you want to manually add the inquiry.
Fill out the prospect's info, including first name, last name, phone number, and email.
If the prospect already knows the time they want to tour, choose the desired date and time for the tour. Else, uncheck the checkbox 'schedule a tour for this property'
Click 'add' and you're all set!