Note

An asterisk (*) indicates a required field or selection.

Select Properties

Click to select properties from the Select Properties pop-up. The report runs for all selected properties.

Follow Up Date Range

From Date *

Printing the report calls for a date range to print from. Enter the first day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

Thru Date *

Printing the report calls for a date range to print from. Enter the last day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

Leasing Agents

Select one or more leasing agents from the available list to include follow ups for those agents only. Or, leave all unselected to include follow ups for all.

Include Comments

Accept the unchecked default to exclude prospect comments or check to include.

Include Address

Accept the unchecked default to exclude prospect addresses or check to include them.

Include Qualified

Accept the checked default to include prospects marked qualified to lease or uncheck to exclude them.

Include Fax

Accept the unchecked default to exclude prospect fax numbers or check to include them.

Include Email

Accept the unchecked default to exclude prospect email addresses or check to include them.

Include Non-Qualified

Accept the unchecked default to exclude prospects marked not qualified to lease or check to include them.

Group by Leasing Agent

Accept the unchecked default to exclude details printed per leasing agent or check to include them.

Sort By

Use the drop-down to select how report details should be sorted. Options include by Follow Up Date (default) , Last Name, Guest Card, or Unit Type.

Note

The following report details assume all defaults are selected. The display may vary depending on the criteria you select.

Follow Up Date

The date to follow up with the guest. The system defaults the follow up date to 3 days after the guest's initial visit, however, this can be changed when during guest card entry.

Guest Card

The system-assigned guest card number used for tracking prospective residents.

Prospect Name

The first and last name of the guest as entered during guest card entry.

Phone 1

The guest's primary telephone number. Typically their home phone number.

Phone 2

The guest's secondary telephone number. Typically their work or cell phone number.

Apt Type Desired

The type of unit the guest is interested in leasing.

Requirements

Lists any requirements for leasing the guest may have mentioned during their phone call or visit. For instance, the guest may only be interested in leasing a unit with a pool view.

Date Needed

The date the guest must lease the unit by.

Mktg Source

The code used to identify the marketing source responsible for generating interest in the property.

Qual?

The qualifying flag set to Y or N. Y indicates the guest met the property's preliminary qualifications for leasing. N indicates otherwise.

Agent

The leasing agent ID responsible for handling the guest contact.

Contact Date

The date the guest last made contact with the property.

Type of Contact

How the guest made contact: via phone, visit or internet.

1. From the eSite menu, select Reports—Leasing Reports—Follow Up.
2. Click Select Properties. Select the properties for which you want to print the report and click Done.
3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
5. Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.