Lead Tracking | Instantly Match New Vacancies with ExistingTenant Leads
Wouldn't it be nice to have a list of potential tenants provided for you each time you move a tenant out? Well, that's exactly what this feature will do for you. As soon as you move out a tenant, a list of potential tenants from your lead list that match the property is automatically emailed to you.
Tip: Set available Properties Marketing Info to Publish Online Listings to match with leads' Search Criteria.
This article reviews the following information: click on a link to jump to that section:
Activate the Automatic Alert Feature
Quickly activate your settings to automatically receive an emailed list of matching leads when a tenant is moved out.
In your Rentec Direct account:
- Click on Settings
- Under Program, click on Program Defaults
- Under General Preferences, set the 'Email lead list to Manager when a property becomes vacant?' setting to Yes
- Click on Save Changes
Managing Lead Email Notifications
Once you have activated the Automatic Alert Feature, when a tenant is moved out of a property with the Marketing Info set, you will automatically receive an email with a list of leads with matching search criteria.
From the email, you can:
- Review the list of lead options
- Click on an email address to send them an email
- Click on Place this Prospect to move them into the newly vacant property, automatically changing them from a lead to a tenant.
FAQs
Q) What information is used to match a lead with a property?
A) Below is a screenshot of what potential tenants see when they are searching for properties. Information is matched in two places in your software:
- Property Profile - Rent amount (Default Rent) and City & State
- Marketing Info of Published Listings - # of Bedrooms & Bathrooms, and Facilities
Note: Click the links for steps to edit Property and Marketing Info
Q) If a lead becomes a tenant, what happens to all of the documents and messaging history?
A) Each lead has the same options of Messaging, Notes & History, and File Library as the tenants. When a lead is Moved In or converted to a tenant, their information stays with them.