Vincent Galante
Articles
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Creating a Rent Receipt
Payment receipts are available to residents through the Resident Portal, but they can also be created manually. Steps Find the Payment for Your ReceiptFrom the menu, click on Payments, and then cl...
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Adding a Personal Calendar
You can link Office 365 or Google Calendars to ensure your availability is up to date. This makes it easier for tickets to be automatically assigned. Steps Navigate to User Showing AvailabilityCli...
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Setting Agent Availability for Showings
Each agent can set their availability for showings. Steps Navigate to User Showing AvailabilityClick the Settings (Gear) menu from the header and select Automation. Then open User Showing Availabi...
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Completing a Showing
When a showing is finished, you will want to mark it as complete. Steps Open the ShowingFrom the menu, click Prospects → Showings. Find and open the showing you wish to complete. Complete the Show...
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Modifying a Showing's Date or Time
Showing dates and times can be edited when plans change. Steps Open the ShowingFrom the menu, click Prospects → Showings. Find and open the showing you wish to edit. Edit Showing DetailsWithin the...
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Assigning a Showing
Agents can be manually assigned to a showing. To do so, use the following steps. Steps Open the ShowingFrom the menu, click Prospects → Showings. Find and open the showing you wish to edit. Assign...
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Add a Note to a Showing
You may add notes to showings to capture important information about a prospect. Don't worry - only internal teams can read your notes! Steps Open the ShowingFrom the menu, click Prospects → Showi...
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Marking a Prospect as a No-Show
When a prospect doesn't attend a scheduled showing, you can mark them as a no-show. Steps Open the ShowingFrom the menu, click Prospects → Showings. Find the showing you wish to edit, then open it...
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Cancelling a Showing
When a showing time doesn't work for a prospect or a site team, it's easy to cancel. Steps Open the ShowingFrom the menu, click Prospects → Showings. Find and open the showing you wish to cancel, ...
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Adding a Showing
Leasing agents can create showings directly from the Showings dashboard. Here's how: Steps Start Your ShowingFrom the menu, click on Prospects → Showings. The Showings dashboard will appear. Click...