Schedule tours and record signed deposits

Platform: ResiCRM · For: Sales, Executive Director

The Visit-to-move-in journey panel on a prospect shows the next step toward moving in.

Schedule a tour

1. Open the prospect.
2. Choose Schedule tour.
3. Pick the Tour date and add notes.
4. Choose Save tour plan.

This creates a high-priority task. It does not count as a completed tour.

Record a completed tour

1. Choose Record completed tour.
2. Pick the Tour date. It cannot be in the future.
3. Add notes and choose Save completed tour.

Record a signed deposit

1. After a tour, choose Record signed deposit / move-in. You can also choose Record signing under Tour → signed deposit history.
2. Set Outcome to Deposit / signed agreement.
3. Tick Deposit agreement signed.
4. Enter the Signed agreement reference.
5. Pick the Completed tour.
6. Set the Actual signing date and choose Record outcome.

Record a move-in

1. Choose the same button.
2. Set Outcome to Move-in completed.
3. Enter the Actual outcome date and choose Record outcome.

Good to know

• Tour conversion needs a signing date, an agreement reference and a linked completed tour.
• No tour linked (excluded from tour conversion) leaves the deposit out of that report.
• A signing record does not collect or verify money. Use Payments for money received.
• You can also use Record outcome on Time Selling Zone.

If something goes wrong

If you see "This prospect already has this outcome recorded", the outcome is already on file.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.