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How Do I Invite a Prospect to a Self-Guided Tour?

If a prospect is already in your database and you need to manually invite them to a Self-Guided Tour, you can easily do so in SmartRent. To invite a prospect to a tour, follow these steps:

  1. Click your desired Community

  2. Click on Tours in the left sidebar menu

  3. Click the Prospects tab towards the top of the page

  4. Choose the prospect from the list

  5. Click Add a New Tour
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  6. Choose whether or not you want to Require Geolocation

    • This setting would require prospects be within a specified distance to the community before receiving any tour details

  7. Click Continue
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  8. 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

  9. Click Continue
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  10. Review the summary of the prospect and tour information

  11. Click Invite Prospect to Tour
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