When Does Lisa Create a New Guest Card?
If you're an AppFolio customer, you can easily see which guest cards Lisa has updated.
Lisa creates a new guest card whenever she hears from a new prospect. They can call her, email her, or contact her at a marketing source. If your database already has a guest card for them, she updates it. She matches guest cards by searching by a prospect’s phone number or email address.
She updates guest cards in your property management system too. She adds any new phone number, email, name, or appointments.