Tiles on the Agent dashboard contain general customer activity data for the selected property and leasing agents. The Agent dashboard divides customer activity between the Tasks tile and the dynamic Person tile, while the Calendar tile provides a quick glance at today's appointments, amenity reservations, and property blackouts.
NOTE: The activity data that appear on the Tasks tile are not affected by the type of customer relationship selected on the Person tile.
You can change the date range for activities that appear in the Task and Person tiles. Date ranges can include activity from the past:
7 days
15 days
1 month
2 months
To change the date range, click the Options button in the top-right corner of the tile and select a new date range from the menu. Date ranges do not apply to the resident relationship type.
Tasks tile
The Tasks tile includes unassigned leads, incoming communications, appointments scheduled by the prospect or leasing agent, follow-ups that require action from the leasing agent, and various alerts.
Unassigned Leads | All incoming leads and first activities for prospects that have not yet been assigned to a leasing agent. |
Conversations | All incoming communications from customers. These communications include emails, texts, phone calls, chats, and contact us forms. If the same customer has multiple communications going on with the property, CRM IQ groups them together under the same customer record and places the total communication count in parentheses under the Activity column in the person grid. NOTE You can filter the communications in the tasks person grid further by prospects, applicants, residents, or all. |
Appointments | Prospect and resident appointments without recorded showings. NOTE After you record a showing for a prospect, the appointment appears on the Person tile, under Prospects by Stage, in the Toured stage. |
Follow-ups | Follow-ups that require action from the leasing agent, including those that you add manually from the Calendar tile. NOTE Past due follow-ups appear under the Alerts task. |
Alerts | Important alerts for the leasing agent to review. This includes the following types of alerts:
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Person tile
On the Person tile, you can view three different types of customer relationships by their current place in the leasing lifecycle:
Prospects by Stage
Applicants by Stage
Residents by Status
Depending on the customer relationship type you select, different data displays in the person grid.
Additionally, the Chat IQ Bot Engaged field appears on this tile. If you are licensed for Chat IQ, then this field keeps track of the total number of leads that have interacted with the bot. The bot vets new leads for viability and nurtures cold leads to bring them back into the leasing lifecycle. On hover, the Chat IQ Bot Engaged field provides a summary of engagements by communication channel within the date range being filtered for on the Person tile. If you are interested in licensing for Chat IQ, contact your Yardi sales representative.
Prospects By Stage
Prospects By Stage includes any customers with a prospect relationship at the property who have not yet applied and are assigned to one of the agents in the filter. If no agents are selected in the filter, then this tile includes all prospect customers.
NOTE: Customers who appear under Prospects by Stage can also appear on the Tasks tile if the customer activity meets the criteria for a specific type of task, such as a follow-up or a conversation.
Assigned | Prospects that are assigned to a leasing agent but do not meet any of the other prospect stage criteria. NOTE This includes prospects who are assigned to the default agent at your property when not filtered by specific agents. |
Engaged | Prospects who have replied to leasing agent correspondence. |
Toured | Prospects who have completed a guided, self-guided, or live video tour at your property. |
Ready to Apply | Prospects who have a unit selected and their rental terms saved, but have not yet applied. |
Applicants By Stage
Applicants By Stage includes any customers with a prospect relationship at the property who are currently applying or have applied and are assigned to one of the agents in the filter. If no agents are selected in the filter, then this tile includes all applicants.
Application in Progress | The applicant is not yet in applied status. |
Needs Screening | Screening has not yet been completed. |
Needs Evaluation | The applicant needs to be either approved or denied by a leasing agent. |
Pending Lease Execution | The applicant has been approved and needs to have their lease executed. |
Residents By Status
Residents By Status includes any resident customers at the property who are awaiting some action by a leasing agent. The leasing agents selected in the filter do not affect which residents this tile includes.
Move In | Residents who need to be moved in. |
Pending Renewal Proposal | Residents whose leases are expiring within the next 120 days and need a renewal proposal generated. |
On Notice | Residents who have given notice and are scheduled to move out. |
Move Out | Residents who need to be moved out. |
Pending Deposit Accounting | Residents who need deposit accounting completed. |
Calendar tile
By default, the Calendar tile displays today's events in the Schedule view. The Day, Week, and Month views allow you to see past and upcoming events outside of the current day's schedule. You can also filter the calendar by the following event types:
Move-ins
Move-outs
Prospect appointments
Resident appointments
Blackouts
Shows
Amenity reservations
Your Title
TIP: If you are using Concierge, you can add amenity reservations from the Concierge dashboard and review those reservations from the Concierge calendar.
You can expand the calendar view to see more details about upcoming events across a larger part of the screen. Use either the Full-screen Expand button or the Half-screen Expand button.
You can add a new calendar event by clicking the Add New button.
