You can generate the Prospects Without Follow-ups report in CRM IQ to view a list of prospects without a follow-up scheduled, and to view the agent currently assigned to that prospect.
To generate the report
From the top menu, select Reports > Leasing column > Prospects Without Follow-ups.
Complete the report's filter:
Filter | Description |
Property | The property, properties, or property list you want to generate the report for. |
Agent (optional) | The specific leasing agent(s) you want to view information for. |
Summarize By | The way you want the report's information to be organized. None Last Activity Date Summarizes the report's information by the date on which the last activity occurred. By Agent Summarizes the report's information by agent. |
Status (optional) | Applied Displays prospects in applied status only. Approved Displays prospects in approved status only. Prospect Displays prospects who haven't submitted an application. |
3. Click Display. The report appears.
4. To export the report as a PDF or Excel file to your device:
Click Export.
To save the report as an Excel file, click Export Excel. The file downloads to your device.
To save the report as a PDF file, click Export PDF. The file downloads to your device.
Prospects Without Follow-ups column reference
Column | Description |
Guest | Name of the prospect. |
Agent | Agent assigned to the prospect. |
Notes | Notes, as entered manually in the system by the agent or entered automatically by the system. |
Last Activity Date | The date on which the last activity occurred with this prospect. |
Status | Prospect's current status, such as:
|