Manage and track tours in the CRM
By choosing walk in from your contact’s action bar, adding notes, and then clicking done, you've taken the initial steps on recording a tour.
Now this option is better than ever. With the opportunity to choose whether or not a contact toured your community, you'll be able to track the specific floor plan and unit details on the contact’s timeline. You're also going to see these options when you're adding a contact manually from a contact’s calendar via their appointment and even when you've noted a walk in without a tour, you can return at a later time to add those floor plan and unit number details.
We hope this video was helpful. If you have any questions or need additional resources, please reach out to us at email@example.com.