If you ever need to manually add a prospect, you can easily do so in SmartRent. To add a prospect, follow these steps:
Click your desired Community
Click on Tours in the left sidebar menu
Click the Prospects tab towards the top of the page
Click the + in the upper right-hand corner
Input the prospect’s phone number
If the phone number already exists in the system, a window will pop up with the matching prospect
If no phone number exists in the system, click + Create a New Prospect in the pop-up window
Input the prospect’s name, email address, and phone number
Click Save and Continue
Choose whether or not you want to Require Geolocation and Require ID Check
Geolocation requires prospects be within a specified distance to the community before receiving any tour details
ID Check requires prospects take a picture of their driver's license in order to check in for a tour
Click Continue
Choose to allow the prospect to pick units to tour or manually select particular units for them
If you let the prospect decide, the prospect would also have the ability to choose Date & Time of their tour
If you select specific units for them, you can also choose the time of the tour, make the tour available now, or leave the Date & Time up to the prospect
Click Continue
Review the summary of the prospect and tour information
Click Invite Prospect to Tour
