iOS Tours now allows the generation of custom quotes for prospects interested in specific units. After completing the tour, prospects can express their interest in moving forward, and the Tours app can generate quotes directly within the app.
This feature will only work for Properties listed on OneSite and having the RP Unified Quotes feature flag enabled.
There are 4 ways in which you may create a Quote:
Quote from the Guest Card section
Quote from the Activity section
Quote from the Availability section
Quote from the Tours section
1. Quotes from the Guest card section
Login to the Tours App
Open the Guestcard of a Prospect
On the conversation section click on the + Button on the bottom right side
That will expand the menu, there you may select Quote.
On selecting Quote the Unified Quotes page will load
Step 1.4: Select the Unit, preferred Lease Team and Move In date, then you will move into next page here you may select additional options, offers or discounts (If available)
Step 1.5: Confirm all details and generate the Quote
Here you will see a confirmation that Quote is successfully generated and entry has been made in activity section as well for reference.
The activity section will record and display.
2. Quote from Activity Section
Step 2.1: Go to the activity section of a prospect guest card
Step 2.2: Click on the + symbol on top right corner and click on Quote button