New Inquiry, Score, Schedule Next Steps
Entering in a New Lead
Leads with no Next Steps
Leads with Overdue Activity
Selecting your Assigned Community
Deactivating a Lead
Assigned Lead Follow Up
If you do not adjust the date range at the top of the scheduler, the below calendar/visual will not populate the other days of the week. You must make sure your date range reflects the days you are trying to look at. Also make sure you are clearing out the Employee ID drop down, so it shows a blank or the specific person. Lastly always hit that refresh button to make sure the scheduler is reflecting current inquires/activity. And then you can filter for tours, re-tours etc. (See image links below)
Example: See scheduled the tour for Mr. Juhasz.
When we schedule tours in Move in it’s as simple as creating that task under the inquiry details. It will show up in the scheduler you just have to make sure the filters are all set up properly.
Here is an example of what a scheduled tour looks like when assigned properly to the sales person.