Check out a downloadable PDF of this guide at the bottom of the page!
Create unit recommendations to share pricing with prospects after their tour. Unit recommendation quotes can be generated directly from the Unit tab in the prospect's AI Portal guest card, and shared directly in the conversation thread. This helps maintain consistent communication for prospects, and makes it easy for you to review the recommendation in the future.
- Identify the units you want to create recommendations for
- Select a quote from the pricing matrix for each unit
- Confirm the unit recommendation details
- Review and send recommendations to prospects
Identify Units to Recommend
Open the prospect guest card and navigate to the Units tab. Locate the unit you want to create a unit recommendation for. You can search for a specific unit, or filter by availability and unit details like number of bedrooms, size, and price.
Select a Quote
Click the purple ($) icon to open the pricing matrix. Select a quote and a move in date, and click Add Quote to save. Select Recommend Units at the bottom of the side panel when finished.
Confirm Recommendation Details
Customize the information you would like to include alongside the quote. Optional details include floorplans, specials, application links, and a customized addendum. Addendums are the perfect feature for adding expiration disclaimers or fee outlines that you want to include in every quote.
Review and Send Recommendation
Review the generated recommendation in the chat, and edit the message as needed. When finished, click Send to share the unit recommendation with the prospect. The message will be saved in the conversation history.
Submit a support ticket for assistance.
To view this information as a PDF, see the attachment below.