Overview
Whether you manually create a Prospect or DoorLoop creates one for you when a tenant submits a rental application, you can view and edit that prospect's information anytime.
The Steps
To view and edit prospect information, click People on the main menu and then click Prospects.
Find the Prospect you want to view or edit and click on the name.
When you click on the desired prospect, you will enter the prospect's Overview page. Here, you can quickly see important information about the prospect. You can create a New Task, a New Application (or View Rental Application), and a New Lease.
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.
Reports - this section will have no information until a prospect fills out an application.
Tasks - this tab allows you create tasks specifically related to this prospect. (While you can create tasks for prospects here, they will not appear in this section. You will need to find them under the Tasks & Maintenance section.)
Notes - this tab allows you to add additional information for you to refer to later.
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.
To edit details about the prospect, click on the blue 3 dots in the upper right corner and choose Edit.
Change any information you need to, clicking Save when you are done.
(Optional) You probably already have most of this information when you initially created the prospect. However, if you need to edit any of this info, here’s a quick summary of all the sections. (Learn more about Adding a Prospect.)
Personal Info - Again, enter as much information for the prospect as you’d like, but only either a First Name and Last Name combination or a Company name is required. Additional fields you can edit are the Date of Birth, Social Security Number, Company, and Job Title. Much of this is also automatically added if the prospect fills out a rental application. There's also an optional Notes section for any additional information you want to add.
Contact Info - Enter the tenant’s Phone and Email information. You can enter multiple of each if the prospect has several contact methods. Note that you must have one or the other filled in as this is a mandatory field.
Address - (Optional) enter the prospect’s current address.
Alternate Address - (Optional) add a secondary address if needed.
Marketing Profile - (Optional) section, there are several fields that you can use to filter by later if you set them. This helps you more easily sort and find specific prospects.
Assigned To: select which DoorLoop user you'd like to assign this prospect to.
Lead Status: set and track the status of the prospect lead.
Min Bedrooms / Min Bathrooms: enter the number of beds/baths the prospect prefers to have for their rental.
Property: add as many properties as you need to associate with this prospect.
Pets - (Optional) input any information about a prospect’s pets. You can enter information such as the pet’s name, type, breed, color, gender, age, and weight. There’s also the option to disclose if the pet has been spayed/neutered and if the pet is a service animal. Lastly, you can add multiple pets as well.
Vehicles - (Optional) add a prospect’s vehicle(s) with information such as make, model, year, color, license plate, and state of the plate.
Dependent - (Optional) enter information about a prospect's dependents.
Click Save when you are done editing the tenant.
What is a Lead Source?
A lead source refers to the specific origin from where the lead came from. In DoorLoop's case, it would be from one of our listing partners.
What is a Lead Medium?
A Lead medium refers to a broader category or channel through which your lead was obtained. For example, organic traffic, paid ads, social media, referrals, email, or direct. In terms of DoorLoop, you can enter anything here.