QRG – CRM IQ – Agent Dashboard
The Agent Dashboard is the landing page of CRM IQ. It is a snapshot of action needed for the property or assigned to a specific agent.
1. Property and Agent: Select the property dashboard to view. Leave Agent blank to see all property activities or Select Agent to see their assigned activity.
2. Daily Completion Score: View the progress of completed items for the property from the past day.
3. Priority, Applicants, and Residents: Select the area of activities to display and narrow it down on where the prospect or resident is in the workflow.
4. Calendar displays the current week by default for the selected property. Filter by appointment type, add new appointment, or expand to see the full month.
5. Person displays the details of the corresponding prospects or residents that are in the workflow selected in the Priority, Applicants, and Residents tab.
6. Next Step displays the action necessary to advance the prospect, applicant or resident to the next step in the workflow.
a. Priority displays New Leads, New Conversations, Complete Follow-Ups, Update Tour Result, Invite to Apply, and Prospects with No Follow-Ups.
b. Applicants display Applications in Progress, Needs Screening/Evaluation, Generate Lease, Lease Sent, Countersign Lease, Needs Move In.
c. Residents display Needs Renewal, Month to Month, On Notice, Evict, Needs Move Out, Pending Deposit Accounting.