Feb 13, 2024
To change the prospect status:
1. Go to the Navigation Menu > Prospect
2. Enter the name of the prospect > Find > View
3. Under Prospect Information, click Edit
4. Click the Status link and change the Status by clicking the dropdown menu
- Active: Select if the prospect is active
- Future: Select if the prospect needs a unit in 60 - 90+ days. After saving the status, the Schedule Follow Up box opens for you to schedule an appointment with the prospect.
- Lost: Select if the prospect decided not to lease, or the applicant canceled the application
- Unqualified: Select if the prospect doesn't qualify, or the property denied an applicant's application
6. Enter all the required information
- Date
- Activity type
- Result
7. Enter any additional notes and click Save
The status of the Prospect is now changed.