This article will run through how to enter a new prospect enquiry within your account.
ROL Rental's Prospecting feature efficiently accelerates property rentals by utilizing the tenant enquiry database in InspectRealEstate, ensuring accurate tenant-property matching and timely notifications of new listings. This document offers an in-depth guide to optimise its use for enhanced performance in your office.
There are two ways to create prospects within your account.
Automatic Process
A prospect profile is automatically generated for every individual who inquiries about any of your properties. Upon making inquiries on additional properties, the system consolidates these interactions into a comprehensive profile, capturing the specifics of each property explored. This process enables ROL Rentals to acquire a nuanced understanding of the tenant's preferences, facilitating a more precise alignment of the prospect with properties that closely match their criteria.
Manual Process
1. In instances where a potential tenant reaches out to inquire about property availability without specifying a particular property, you have the capability to manually register them as a prospect. To accomplish this, commence by navigating to Create New > Quick Register and subsequently selecting Register for Inspection.
2. Use the Search/Add Prospect section to enter the prospect's details before clicking Search/Add.

3. You can input the mobile number, click Search/Add. If the prospect’s contact number exists within your account, those details will populate accordingly.

4. Please enter the contact details and property preferences of all potential tenants in the provided fields. Additionally, you have the option to email them a PDF version of your rental listings by selecting the Send Rental List checkbox located at the top right corner of the page. After ensuring that all details are accurately entered, kindly click Save & Close at the top of the screen.
