• loader

How do we clear a followup on crm if there is no potential of renting?

Guest Insider 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
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Guest Insider Be sure to "Dismiss future appointments" (follow up) when prompted when canceling
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Joe Mendez Set a follow up for 9 months from now. Might catch them at renewal time
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