NEXT CRM

Prospect, Influencer & Lead Management

• Ready for Evaluation
• Adding Prospect to a Waitlist in CRM
• How to Mark a Prospect as Lost
• How to Add a New Lead Contact
• How to Add a New Prospect Contact
• How to Reserve a Unit

See all 8 articles

Professional Contact & Referral Source Management

• How to add a new Professional Contact

CRM Configuration & Settings

• How to Configure Activity Types in the CRM Configurations
• Setting Up Sales Stages in the CRM Configurations
• Updating Living Preferences in the CRM Configurations
• Creating & Editing Waitlists in CRM Configurations
• Adding Reasons in the CRM Settings
• How to Set, Edit, or Delete Goals

Campaigns & Marketing

• How to view Campaign Emails
• How to view Web Form Submissions

Resident Management

• How to Edit Move-in and Move-out Dates
• How to Add a Second Occupant
• How to Transfer a Resident