How Can I Tell If Lisa Has Written a Guest Card?
Lisa marks guest cards that she works with.
- If you're an Appfolio customer, you can use filters, reports, and the guest card list.
- If you use another property management system, Lisa will put her name on the guest card: "Lisa Dynasty." When an agent accepts the appointment she'll put their name on it.
If you want to see the leads Lisa is working with, look at the prospects.csv report.