To Do's (CRM)

GENERAL OVERVIEW Managing leads

• Use the To Do's Page, manage incoming leads, apply filters, search for contacts.
• View and Reply to Emails, update statuses, view upcoming appointments, process/update appointments.

Watch Video (4:13)

Booking Appointments for Prospects

• Search/filter for Guest Card
• Book appointments for prospects using LeadManaging Dashboard

Watch Video (4:22)

Applications and Leases 

• Updating Guest Card stage/status through LeadManaging Dashboard

Watch Video (2:45)