How do I manually add inquiries and schedule tours?

Edited

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

  1. Click on the '+ Add inquiry' button

  2. 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.

  3. Start typing the property address, then select it from the dropdown list

  4. 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'

  5. Click 'add' and you will see a pop-up on the upper right saying that a text message will be sent to the lead. Once they click the attached link and verify their phone number the tour will be scheduled.


Leasing page

Add inquiry

  1. Click on the '+ Add inquiry' button

  2. 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.

  3. Start typing the property address, then select it from the dropdown list

  4. 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'

  5. Click 'add' and you will see a pop-up on the upper right saying that a text message will be sent to the lead. Once they click the attached link and verify their phone number the tour will be scheduled.

Schedule Tour

  1. Search for prospect name.

  2. Once the prospect name pulls up, click on the icon beside the prospect name with a plus sign.

Messages

Schedule Tour

  1. Search for prospect name.

  2. After clicking prospect name, click on the three dots on the left column and choose the "Schedule tour" option from the dropdown.


Property-Specific Page Instructions

  1. Click on the property for which you want to manually add the inquiry.

  2. Click on the "New inquiry" button. Fill out the prospect's info, including first name, last name, phone number, and email.

  3. 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'

  4. Click 'add' and you will see a pop-up on the upper right saying that a text message will be sent to the lead. Once they click the attached link and verify their phone number the tour will be scheduled.