Overview
Purpose: This guide explains how to create and manage prospect profiles in Revela’s Prospect CRM, enabling you to track communications and interactions with prospective renters effectively.
Target Audience: Leasing agents, property managers, and admins.
Step-by-Step
Step 1: How Prospect Profiles Are Created
Prospect profiles can be created in Revela through multiple methods:
- Internal Users and Employees:
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Navigate to the Leasing Dashboard
- Operations (left menu) > Leasing (top toolbar)
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Click the New Guest Card button
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This will open a form to fill out
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Fill out necessary information
- Select Submit to create a prospect profile
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Website Submissions:
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If your company has enabled online Guest Cards, prospective renters can fill out and submit them directly via your website
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Once submitted, their name and contact information will automatically appear in the Leads Column of the Leasing Pipeline
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Email & Phone Inquiries:
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When inquiries are received via email or phone, property managers can manually create prospect profiles:
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Follow the same steps as outlined in New Guest Card Button to input the prospect’s information into Revela
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Best Practices, Tips, and Notes
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Keep prospect profiles updated with communication logs to maintain accurate records
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Enable and test the online Guest Card feature to streamline lead generation from your website
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Use the Leads Column in the Leasing Pipeline to prioritize and organize follow-ups with prospects
Common Issues & Troubleshooting
Issue 1: Online Guest Cards are not appearing in the Leasing Pipeline
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Solution: Confirm that the Guest Card feature is enabled and configured correctly in the system
Issue 2: Duplicate profiles for the same prospect
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Solution: Regularly review leads in the pipeline to identify and merge duplicate profiles