How to Create Prospective Owners?
Tanvir Mahedi
15 steps
3 minutes
Mipropertyportal
1
Log into the Admin Portal
2
Click on "Prospective Owners" section under "Sales & Marketing" on the left navigation
3
Click on "New Prospect"
4
Put the company name under the "Company name (optional)" field.
5
Put the first name of the prospect under "Primary contact first name \*" field.
6
Put the last name of the prospect under "Primary contact last name \*" field.
7
Make sure to put the phone number under "Local Phone (i.e. 4161239090)" field.
8
Click the "Contact Date" field to put the contact date
9
Write down the likely activation date on the "Probable Active Date" field.
10
Put the total number of properties under the "Total Properties" field.
11
Write down the overall number of units under the "Total Units" field.
12
Click the "Status (i.e. New/Active/InActive, etc.)" field to signify the level
13
Click the "Notes (i.e. Some internal comments about this prospect)" field to put any observations regarding the prospect
14
Fill the details under "Address (optional)" if you want to or when necessary
15
Click on "Submit" to finish up
How to Create Prospective Owners?
Tanvir Mahedi
15 steps
3 minutes
Mipropertyportal
1
Log into the Admin Portal
2
Click on "Prospective Owners" section under "Sales & Marketing" on the left navigation
3
Click on "New Prospect"
4
Put the company name under the "Company name (optional)" field.
5
Put the first name of the prospect under "Primary contact first name \*" field.
6
Put the last name of the prospect under "Primary contact last name \*" field.
7
Make sure to put the phone number under "Local Phone (i.e. 4161239090)" field.
8
Click the "Contact Date" field to put the contact date
9
Write down the likely activation date on the "Probable Active Date" field.
10
Put the total number of properties under the "Total Properties" field.
11
Write down the overall number of units under the "Total Units" field.
12
Click the "Status (i.e. New/Active/InActive, etc.)" field to signify the level
13
Click the "Notes (i.e. Some internal comments about this prospect)" field to put any observations regarding the prospect
14
Fill the details under "Address (optional)" if you want to or when necessary
15
Click on "Submit" to finish up
