List of Prospects
DoorLoop's Prospects page shows you cards for all your prospects with the following information for each (if it has been set):
Prospect's Name: either first and last name or company name.
Status: DoorLoop has many statuses to choose from, so you can track your prospect workflow in great detail.
Current Address: you can enter an address, or the prospect can when they submit a rental application.
Expected Move-in Date: you can enter a move-in date, or the prospect can when they submit a rental application.
Contact Information: phone numbers and email address.
Assigned To: see which of your users is currently tasked with managing this prospect.
To search for a particular prospect, simply type the name into the search bar at the top of the page.
You can also use the calendar filter to narrow down your list of prospects to those created during a specific time period or date range. The filter to the right of the calendar filter icon gives you additional filter options to help you narrow down your prospect list.
Individual Prospect Page
When you click on any prospect card, you enter the prospect's Overview page. Here you will be able to quickly see important information about the prospect.
The Rental Applications, Tasks, Notes, and Files tabs do the following:
Rental Applications: this tab allows you to review the rental application the prospect filled out, if they have done so.
Notes: this tab allows you to add additional information for you to refer to later. You can also edit or delete notes later if you need to.
Files: this tab allows you to add and view additional attachments related to this prospect. These files stay with this person if they sign a lease with you and become a tenant in DoorLoop.
Editing a Prospect
DoorLoop allows you to edit each prospect by clicking on the three vertical dots icon on the right hand side of each prospect card and choosing Edit.
Or you can click on a prospect card to review more information first, then click on the blue three vertical dots icon in the upper right corner and choose Edit.
Change any information you need to, clicking Save when you are done.