CRM IQ - Managing Pets
This QRG will review how to add in pet information to the resident and applicant profiles.
Applicant Profile
1. If an applicant forgot to add pet information or needs pet information updated, the update can be made from the "Application Form" tab in the left hand column.
2. Under the "Application Form" select the "Pets" menu to open up pet information. From there, you can enter all necessary pet information or updates to make it accurate. Once all changes have been made, select "Save".
Resident Profile
1. Go to the resident profile and in the profile card, select the "Pets" tab.
2. In the pets tab, select the green "Add Pet" button to bring up an Add Pet pop up. Fill out all important pet information.
3. After the new pet information has been added, be sure to add in the monthly pet charges and one time pet charges. This can be completed by going to the "Lease Info" tab in the "General" drop down.