3. Entrata Dashboard - Leads
ENTRATA DASHBOARD - LEADS This guide provides an overview of the Leads tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Leads Assign Agents * Any applicants under the Assign Agents tab is missing an agent. You can assign an agent by…
Adding a BUA Resident Note from the Bulk Unit Assignment Board
Adding a BUA Resident Note from the Bulk Unit Assignment Board You can add a note and associate it to a specific resident from the Bulk Unit Assignment (BUA) board. A BUA resident note might include a change in the resident's assignment preferences or a request received from the resident regarding their unit assignm…
Leads Tab Overview
ENTRATA - LEADS TAB OVERVIEW This guide provides an overview of the Leads tab in Entrata. All Leads There are five different options to click on from the Leads tab. Below explains what each tab shows. Add Lead * You can manually add a lead from the 'Add Lead' button. Filter * The filter button a…
5. Entrata Dashboard - Residents
ENTRATA DASHBOARD - RESIDENTS This guide provides an overview of the Residents tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Residents Contact Needed * Residents show under the Contact Needed tab are those who have reached out an…
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board The Bulk Unit Assignment (BUA) board simplifies the unit assignment and notification process for student properties. To view the BUA in Entrata , go to Residents >> Bulk Unit Assignments. Assigning Residents to Open Spaces * In En…
Getting to Know the Move-In and Move-Out Boards
Getting to Know the Move-In and Move-Out Boards Move-in and move-out boards display the tasks you need to complete when moving residents in or out. You can complete checklist tasks and perform a resident move-in or move-out directly from the move-in or move-out board. To locate the Move-In and Move-Out Boards, …
Moving In a Resident Using the Move-In Board
Moving In a Resident Using the Move-In Board The Move-In Board is based on the move-in checklist. The Move-In Board provides an organized display of the tasks that you must accomplish when moving residents in. Moving a Resident In Using the Move-In Board helps you and your residents complete all necessary task…
Performing a Bulk Roommate Shuffle
Performing a Bulk Roommate Shuffle The Bulk Roommate Shuffle Tool allows you to move residents from one unit to another without modifying the lease. The system completes a portion of the usual transfer process to open a new ledger for the new unit. You can't complete a roommate shuffle in the following circumst…
6. Entrata Dashboard - Maintenance
ENTRATA DASHBOARD - MAINTENANCE This guide provides an overview of the Maintenance tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Maintenance Contact Needed * Any residents show under this tab means a resident needs to be responde…
Getting to Know The Leads Tab on The Dashboard
In this article: Attempted Contact vs. Successful Contact The Not Progressing Filter Lead Subtabs on the Dashboard This article explains what you need to know in order to effectively use the Leads tab on the Dashboard. The leads tab is located Dashboard >> My Dashboard >> Leads. Attempted Contact vs. Success…
