QRG – CRM IQ – Move In Readiness Dashboard 


The Move In Readiness Dashboard displays the status of each step on the path to becoming a resident. Note: Action cannot be taken from this dashboard, it is informational only. 


You can navigate to this dashboard by selecting the dropdown*:   

*Please note the heading of CRM IQ has been updated to reflect these new dropdown options. The remaining images in this tutorial do not reflect the new dropdown options, however functionality remains the same. 


 


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1. Property: Select the property dashboard to view.  


2. Filter: Update the dashboard view by selecting Prospect, Applicant, Approved. Narrow results further by selecting move-in dates or unit. Click Search to update the dashboard. A screenshot of a computer AI-generated content may be incorrect., Picture 

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3. Table Settings: Customize Columns to show or hide steps as preferred. Once selected, click X to return to the dashboard or Save As to save the table for future use. Export the results to PDF or Excel and adjust settings specifically for your view of the dashboard. 

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4. Legend for the status of each step.

5. Search: Narrow the results by searching for a specific unit

6. Click the eye icon Picture 1, Picturefor a Quick View of a resident summary and their activity.