Skip to main content

How Do I Customize the Prospect Information Settings for Self-Guided Tours?

The prospect information setting allows you to customize which fields of information you want to be required vs optional for your prospects as they fill out their contact information. You are able to add or remove fields from the prospect contact information page when they are scheduling a tour. Certain information is always required for prospects such as phone number, first name, and last name.

Prospect Information:

To customize prospect information in SmartRent, follow these steps:

  1. Click your desired Community

  2. Click Settings from the left sidebar men

  3. Click Tours

  4. Click Prospect Information

  5. Make desired updates

  6. Click Save

    mceclip0.png

Enabling the last two questions will allow the prospect to share if they are currently working with a realtor or if a realtor is submitting the form in lieu of the prospect.

Did this answer your question?