Prospecting is among the most potent features in InspectRealEstate. It allows you to efficiently leverage your tenant inquiry database to expedite the property rental process. By matching potential tenants to suitable properties and notifying them of relevant new listings, this tool enhances your efficiency. This article will provide you with comprehensive instruction on optimising the use of prospecting for your office.
1. Navigate to Create New > Rentals > Add to Marketing list.
2. Fill in all the relevant text fields under Prospect Details. From the Source dropdown, select the appropriate prospect source, then click Send Register Link.
3. Click Open Prospect to view and update additional information for your new prospect such as, property matches, enquiries, inspections, and applications, click Save once completed.
4. Utilise InspectRealEstate's Prospecting feature to optimize your tenant database and enhance rental processes. To navigate:
Access the Prospecting grid to view all prospects.
Use the Page Selector for bulk actions or individual checkboxes for specific prospects.
Actions include Inactive, Call Notes, or Contact icons.
For more options, click the 3 Action Dots and select Make Inactive, Edit Prospect details, or 'Merge Prospects.
Click the prospect name to contact via SMS and/ or email.
Note: To view automatically added prospects, navigate to the Prospect grid by following this path: Lettings > Enquiries (Tenants) > Prospecting.