CRM IQ Move In Readiness Dashboard
The Move In Readiness dashboard keeps track of the steps which prospects need to complete before they are ready to move in at your property. From this dashboard, you can get a quick glance at the various markers of move-in readiness, such as whether the prospect has: * Registered for a RentCafe account. * Had a …
CRM IQ Documents Dashboard
This article provides an overview of the filters, tiles, and data grids that are available on the Documents dashboard. From the CRM IQ Documents dashboard you can track documents presented during prospect and resident workflows, such as new leases, renewals, one-off documents, and addenda documents. You can reac…
CRM IQ Agent Dashboard
CRM IQ Dashboard are the HUB of activity , each dashboard identifies action items. The Agent dashboard is your primary dashboard in CRM IQ and it is the first screen that appears upon login. You can reach the Agent dashboard by selecting Agent on the Dashboards menu or by clicking the CRM IQ logo. …
CRM IQ Getting Started Agent Settings
Welcome to CRM IQ. To Setup you Agent account click on the circle with your initials in the upper right hand corner. Choose My Profile from the dropdown menu. Set your Default Property: This can be a property list or your primary property. Set your phone routing . To allow push notifications toggle…
CRM IQ Resident Services Dashboard
You can use the Resident Services dashboard to view and manage resident-related tasks at your property. The Resident Services dashboard contains multiple tabs, each with its own specific information. This dashboard includes the following tabs: * Maintenance Requests * Make Ready * Promote Roommates * Unit Tr…
