The Walk In feature can be used for any onsite interaction involving a prospect or resident requiring an event log. This may include prospects visiting and touring without scheduling an appointment. It could also log interactions with residents where they need help.
You can use Walk In features for the following purposes;
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- To track activity in the leasing office outside the scheduled events logged in the Tours calendars.
- To add contacts into the system if they come in unexpectedly.
- A prospect returned for another tour.
- A prospect or resident signs the paperwork.
- A resident needed assistance.
Following are the steps to log 'Walk Ins' in your Tours' Agent Calendar.
a. Go to Journey AI Suite> Select Sub-Org> Click Tours> Go to Agent Calendar.
b. Click the + Walk In button.
c. It will open the Create Event pop-up window.
d. Add Walk-in Date and Time.
e. Search for the prospect's name/email ID if the contact exists in the system.
f. You can add new prospects by adding fields Full Name, Email, Phone, Purpose of Walk In, and Note of Walk In.
g. Select attribution details.
h. Tick the check box if the visitor toured or leave it blank.
i. Click the Log Walk In button to log the walk-in.
j. The walk-in will be added to your calendar.
Next:
How do I view and edit walk-ins in the Journey AI Tours?