Guest Cards

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…

Updated 5 years ago

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 n…

Updated 6 years ago

What Does Lisa Add to a Guest Card?

Lisa records a phone number or email based on how a prospect writes to her. If a prospect: Calls in, Lisa records their phone number,. Emails, she records that. If a prospect writes from a marketing…

Updated 6 years ago

Who Does Lisa Assign to a Guest Card?

Lisa will follow-up with prospects for you. You don’t need to sort out the guest cards she creates. She will add non-responsive prospects to your cold leads list on the morning report. But, she works…

Updated 6 years ago

When Does Lisa Write a Showing to a Guest Card?

Since Lisa works off-site, she cannot know if a prospect comes to their appointment. She writes any scheduled appointments to the guest card , but won’t update it after a visit. Only your agents know…

Updated 6 years ago

Guest Cards

When Does Lisa Create a New Guest Card?

How Can I Tell If Lisa Has Written a Guest Card?

What Does Lisa Add to a Guest Card?

Who Does Lisa Assign to a Guest Card?

When Does Lisa Write a Showing to a Guest Card?

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