Hand off a prospect at deposit

Platform: ResiCRM · For: Sales, Executive Director

Once a deposit is recorded, you can create the resident record from the prospect. Details carry over, so you do not retype them.

Before you start

Record the deposit first. See "Schedule tours and record signed deposits". A payment in the ledger alone is a separate record from the sales deposit milestone.

Steps

1. Open the prospect.
2. Find the Resident handoff panel. It appears once a deposit is recorded.
3. Choose Start handoff.
4. Read the list in Confirm resident handoff. It says exactly what will happen.
5. Enter the Planned move-in date if it is shown.
6. Choose Confirm handoff.

What the confirm step can do

• Create the resident record, including family contacts.
• Link to an existing resident if there is one. Their record keeps what is on file.
• Carry over the assigned unit.
• Start the move-in checklist for your team, if your organization has one for that community.

The steps shown depend on your organization's setup and the date you enter.

Good to know

• Nothing is sent to the family.
• If the move-in date field says Required, you must enter it. It decides when they become a current resident.
• A move-in date of today or earlier skips the checklist.
• After the handoff, the panel shows who the prospect was handed off to, with links to open the resident.
• You need edit access to start a handoff.

If something goes wrong

If you see no Resident handoff panel, check that the deposit is recorded and the prospect has not moved out.

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