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How do we clear a followup on crm if there is no potential of renting?
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1 year 4 months ago #641328
by Sean Colin
How do we clear a followup on crm if there is no potential of renting?
1 year 4 months ago #641328
by Sean Colin
Reply to Sean Colin
1 year 4 months ago #641329
by Katie Roncadori
Replied by Katie Roncadori on topic Re: How do we clear a followup on crm if there is no potential of renting?
You should be able to cancel the prospect.
1 year 4 months ago #641329
by Katie Roncadori
Reply to Katie Roncadori
Kylie Sorge
1 year 4 months ago #641330
by Kylie Sorge
Replied by Kylie Sorge on topic Re: How do we clear a followup on crm if there is no potential of renting?
Management will probably need a very good reason for cancelling the card without a minimum number of follow-ups. When I’m the guest card, look in the top right of the screen. There is an option to click and it will drop additional options. Cancel is one of them. It will bring up a box to select the reason for cancel and type an explanation.
Casey N Aaron Enriquez
1 year 4 months ago #641331
by Casey N Aaron Enriquez
Replied by Casey N Aaron Enriquez on topic Re: How do we clear a followup on crm if there is no potential of renting?
You should be able to cancel their guest card and clear them off CRM q
Michelle Cornelison-Cruz
1 year 4 months ago #641332
by Michelle Cornelison-Cruz
Replied by Michelle Cornelison-Cruz on topic Re: How do we clear a followup on crm if there is no potential of renting?
Change them to lost.
Laurie Ann
1 year 4 months ago #641333
by Laurie Ann
Replied by Laurie Ann on topic Re: How do we clear a followup on crm if there is no potential of renting?
When the profile is open go to the dots in the top right corner. Cancel guest and choose reason. Maybe they are 90 days out? Add notes in the box. You can add a follow up with a date to do so but always record the feedback
Windy Rice Archibald
1 year 4 months ago #641334
by Windy Rice Archibald
Replied by Windy Rice Archibald on topic Re: How do we clear a followup on crm if there is no potential of renting?
Be sure to "Dismiss future appointments" (follow up) when prompted when canceling
1 year 4 months ago #641335
by Joe Mendez
Replied by Joe Mendez on topic Re: How do we clear a followup on crm if there is no potential of renting?
Set a follow up for 9 months from now. Might catch them at renewal time
1 year 4 months ago #641335
by Joe Mendez