Request Further Actions for a Lead
Go to your Marketing Leads page.
Find the lead you want to contact.
Click Request Further Actions.
Choose the action you want to send.
Further Action Options
Request Credit Check and Payment: Sends the credit check and payment forms. TransUnion is required for the unit the lead is interested in, and Forte must be set up.
Request Credit Check Form: Sends only the credit check form. TransUnion is required for the unit the lead is interested in.
Request Payment: Sends only the payment form. Forte must be set up.
Request Tenant Application: Sends the tenant application as the lead would see it on the public building website.
An email screen will appear showing what will be sent to the lead. You can select a template from the dropdown to autofill the email with a prebuilt template, then review the preview before sending.
Notes
When you request a payment, the amount is based on the selected Tenant Application. If an application fee amount is set, it will show next to the Tenant Application.
Tenant Applications are customizable from Settings > Tenant Applications.
When editing a Tenant Application, you can choose whether to require payment and whether to require TransUnion. These settings determine what gets sent and what the lead needs to complete when using Request Tenant Application.
You can also set application fee amounts from the Tenant Application, and you can create as many Tenant Applications as needed.