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QRG - CRM IQ - Adding Leasing Specials/Concessions in CRM IQ

This QRG will show Regional Leaders how to add leasing specials unit types in CRM IQ. This functionality is only available for those with Regional Leader access.

Adding Leasing Specials

1. From the Agent Dashboard, select the Leasing drop down and select Units & Pricing.

2. From here, select the Leasing Specials tab at the top.

3. Select Add New to add a new leasing special.

4. Enter in all necessary information into the flyout to add a leasing special. Once all information has been entered, select Save.

Note: Below you will find break downs on how to add multiple unit types or single units.

A. Adding multiple Unit Types
B. Adding a Single Unit(s)

A. Adding multiple Unit Types - 

B. Adding a single unit(s)

5. Now, the leasing special will be added to applicable unit types. To view your special, select the appropriate filter under the Leasing Specials widget.

Alternative Option for Adding Leasing Specials

1. From the Agent Dashboard, select the More drop down, select Units, and select Unit Types.

2. Select the Property you'd like to set up for this leasing special. You can pull up a full list by selecting the three dots next to the option. Once the filter has been selected, hit Search.

3. Now, a Unit Type list will pull up with the unit types at the selected property. Select the Unit Type you'd like to add the special to.

4. The page will default to the Unit Type overview. In the left hand column, select Unit Type Specials.

5. In this tab, select the + sign in the upper right hand corner to add the new leasing special in the pop up window.

6. Add all required details for the leasing special. Be sure to be thorough in confirming all details are accurate before selecting Save.

7. When your new special has been added correctly, it will show up at the bottom of the specials list.