This is a guide for the newest version of our Application and Leasing platform. For more information reach out to support@happy.co!

Prospects can enter the system in a variety of ways, to understand how your prospects are coming into your system please reach out to us at support@happy.co!

1. Your prospects table

All of your prospects (including those that’ve become residents!) are found here, the table is sorted by the last action/contact, either the agent or the prospect

2. Engage with each individual application/inquiry a prospect has made with your team

  • If your prospect has a (+) next to their name, that means that individual has more than one active or past interaction with your team, including:
    • Showing
    • Application (including denied, cancelled and approved applications)
    • Lease (past or current)
  • Select the (+) to expand the row, each row is an active journey your prospect has with your property team

3. Review the specifics about a prospect, and take the next steps

  • Select the prospect name from the table to see an overview of their activity with you
  • From here you can:
    • Review the specifics of each prospect journey by selecting the specific property name tab
    • Add a prospect journey
    • View the contact information for the prospect

 

4. Manage a prospects contact information

  • Select View contact to open up the contact information drawer. From here you can modify a prospects name, their date of birth, their emergency contact information and more

 

5. Review and manage a prospect journey

  • Select a prospect journey to see specific details about what your prospect is interested in, including:
    • What type of unit they want
    • When they want to move in
    • Their budget
    • How many people they’ll be applying with
    • How they found out about your property team
  • Scroll down to review showings bookings, applications they’ve initiated, make notes and log interactions
  • By selecting the three dots you can:

    • Book a showing
    • Invite your prospect to apply to lease
    • Mark the prospect journey as Stale
    • Reject the prospect

     

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