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…
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…
This training will show you how to update rents and availability In Entrata and the Prospect Portal. Updating Rents and Availability * To edit rent pricing in Entrata, select Setup>Properties. Select the applicable Property from the available list. * In the Property window select Pricing -> Rent -> Un…
The Lead Profile is where you can find the most important lead details, and complete actions that move applicants along the lead-to-lease process. The tabs that appear in the Lead Profile depend on the status of the lead. Until an application is started, only the Lead Summary, Documents, and Activity Log tabs are ava…